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Provence Wealth Management Group’s General Dynamics GD Stock Holding History

Provence Wealth Management Group’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 		$519 Hold
2
– – ﹤0.01% 438
2023
Q3 		$442 Buy
+2
New +$442 ﹤0.01% 450

Other funds holding GD

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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Provence Wealth Management Group's GD Position: Q4 2023 in Review

Provence Wealth Management Group held its General Dynamics (GD) position steady in Q4 2023 at 2 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Provence Wealth Management Group first reported a position in GD in Q3 2023 and has held it in 2 quarters since. 1,686 funds tracked by Wall St. Rank hold GD as of Q4 2023.

  • Provence Wealth Management Group held 2 shares of General Dynamics worth $519 as of Q4 2023.
  • Provence Wealth Management Group left its General Dynamics share count unchanged in Q4 2023.
  • General Dynamics made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #438 holding.
  • Provence Wealth Management Group first reported a position in General Dynamics in Q3 2023 and has held it in 2 quarters since.
  • 1,686 funds tracked by Wall St. Rank held General Dynamics as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.