PWM
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Pinnacle Wealth Management’s General Dynamics GD Stock Holding History

Pinnacle Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,308
Closed -$1.76M – 52
2022
Q3 		$1.76M Buy
8,308
+106
+1% +$24K 2.14% 12
2022
Q2 		$1.81M Buy
8,202
+350
+4% +$80.5K 2.55% 15
2022
Q1 		$1.89M Buy
+7,852
New +$1.74M 2.21% 32

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Management's GD Position: Q4 2022 in Review

Pinnacle Wealth Management sold out of General Dynamics (GD) in Q4 2022, closing a stake of 8,308 shares — an estimated $1.76M sold.

Pinnacle Wealth Management first reported a position in GD in Q1 2022 and held it in 3 quarters. The position peaked at $1.89M in Q1 2022. 1,577 funds tracked by Wall St. Rank hold GD as of Q4 2022.

  • Pinnacle Wealth Management reported no remaining General Dynamics position as of Q4 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 8,308 General Dynamics shares in Q4 2022, an estimated $1.76M.
  • Pinnacle Wealth Management first reported a position in General Dynamics in Q1 2022 and held it in 3 quarters.
  • Pinnacle Wealth Management's General Dynamics position peaked at $1.89M in Q1 2022.
  • 1,577 funds tracked by Wall St. Rank held General Dynamics as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.