PCA
GD icon

Private Capital Advisors’s General Dynamics GD Stock Holding History

Private Capital Advisors’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
2023
Q4 		– Sell
-1,034
Closed -$250K – 83
2023
Q3 		$250K Buy
+1,034
New +$229K 0.04% 77

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Capital Advisors's GD Position: Q4 2023 in Review

Private Capital Advisors sold out of General Dynamics (GD) in Q4 2023, closing a stake of 1,034 shares — an estimated $250K sold.

Private Capital Advisors first reported a position in GD in Q3 2023 and held it in 1 quarter. The position peaked at $250K in Q3 2023. 1,685 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • Private Capital Advisors reported no remaining General Dynamics position as of Q4 2023 after selling out during the quarter.
  • Private Capital Advisors sold 1,034 General Dynamics shares in Q4 2023, an estimated $250K.
  • Private Capital Advisors first reported a position in General Dynamics in Q3 2023 and held it in 1 quarter.
  • Private Capital Advisors's General Dynamics position peaked at $250K in Q3 2023.
  • 1,685 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on Private Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.