Quadrant Private Wealth Management’s General Dynamics GD Stock Holding History

Quadrant Private 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
2024 Q2	–	Sell	-1,491	Closed	-$421K	–	254
2024 Q1	$421K	Hold	1,491	–	–	0.11%	153
2023 Q4	$387K	Buy	1,491 +241	+19%	+$58.8K	0.11%	153
2023 Q3	$276K	Sell	1,250 -150	-11%	-$33.2K	0.09%	171
2023 Q2	$301K	Hold	1,400	–	–	0.09%	185
2023 Q1	$319K	Sell	1,400 -13	-0.9%	-$3K	0.1%	168
2022 Q4	$351K	Buy	+1,413	New	+$345K	0.12%	153
2022 Q2	$317K	Hold	1,424	–	–	0.13%	144
2022 Q1	$343K	Sell	1,424 -15	-1%	-$3.33K	0.13%	148
2021 Q4	$300K	Hold	1,439	–	–	0.11%	167
2021 Q3	$282K	Sell	1,439 -300	-17%	-$58.7K	0.12%	158
2021 Q2	$327K	Sell	1,739 -349	-17%	-$65.8K	0.13%	148
2021 Q1	$379K	Hold	2,088	–	–	0.16%	125
2020 Q4	$311K	Sell	2,088 -278	-12%	-$40.6K	0.14%	141
2020 Q3	$328K	Buy	2,366 +100	+4%	+$14.8K	0.17%	120
2020 Q2	$339K	Buy	+2,266	New	+$320K	0.2%	114

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Quadrant Private Wealth Management's GD Position: Q2 2024 in Review

Quadrant Private Wealth Management sold out of General Dynamics (GD) in Q2 2024, closing a stake of 1,491 shares — an estimated $421K sold.

Quadrant Private Wealth Management first reported a position in GD in Q2 2020 and held it in 15 quarters. The position peaked at $421K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold GD as of Q2 2024.

Quadrant Private Wealth Management reported no remaining General Dynamics position as of Q2 2024 after selling out during the quarter.
Quadrant Private Wealth Management sold 1,491 General Dynamics shares in Q2 2024, an estimated $421K.
Quadrant Private Wealth Management first reported a position in General Dynamics in Q2 2020 and held it in 15 quarters.
Quadrant Private Wealth Management's General Dynamics position peaked at $421K in Q1 2024.
1,770 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.