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

Provident 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
2020
Q4 		– Sell
-42
Closed -$6K – 140
2020
Q3 		$6K Buy
+42
New +$6.2K 0.01% 180

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Provident Wealth Management's GD Position: Q4 2020 in Review

Provident Wealth Management sold out of General Dynamics (GD) in Q4 2020, closing a stake of 42 shares — an estimated $6K sold.

Provident Wealth Management first reported a position in GD in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 1,226 funds tracked by Wall St. Rank hold GD as of Q4 2020.

  • Provident Wealth Management reported no remaining General Dynamics position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 42 General Dynamics shares in Q4 2020, an estimated $6K.
  • Provident Wealth Management first reported a position in General Dynamics in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's General Dynamics position peaked at $6K in Q3 2020.
  • 1,226 funds tracked by Wall St. Rank held General Dynamics as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.