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

PRW 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
2019
Q2 		– Sell
-33
Closed -$6K – 301
2019
Q1 		$6K Hold
33
– – 0.01% 344
2018
Q4 		$5K Buy
+33
New +$5.91K 0.01% 372

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PRW Wealth Management's GD Position: Q2 2019 in Review

PRW Wealth Management sold out of General Dynamics (GD) in Q2 2019, closing a stake of 33 shares — an estimated $6K sold.

PRW Wealth Management first reported a position in GD in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 1,054 funds tracked by Wall St. Rank hold GD as of Q2 2019.

  • PRW Wealth Management reported no remaining General Dynamics position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 33 General Dynamics shares in Q2 2019, an estimated $6K.
  • PRW Wealth Management first reported a position in General Dynamics in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's General Dynamics position peaked at $6K in Q1 2019.
  • 1,054 funds tracked by Wall St. Rank held General Dynamics as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.