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Realta Investment Advisors’s General Dynamics GD Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-1,059
Closed -$307K – 503
2024
Q2 		$307K Sell
1,059
-6
-0.6% -$1.76K 0.06% 306
2024
Q1 		$301K Sell
1,065
-314
-23% -$84K 0.06% 316
2023
Q4 		$358K Sell
1,379
-367
-21% -$89.5K 0.08% 279
2023
Q3 		$376K Sell
1,746
-75
-4% -$16.6K 0.09% 251
2023
Q2 		$392K Buy
1,821
+188
+12% +$40.6K 0.09% 254
2023
Q1 		$373K Buy
1,633
+59
+4% +$13.6K 0.09% 252
2022
Q4 		$391K Sell
1,574
-26
-2% -$6.34K 0.1% 248
2022
Q3 		$340K Buy
1,600
+129
+9% +$29.1K 0.09% 255
2022
Q2 		$329K Buy
1,471
+126
+9% +$29K 0.08% 263
2022
Q1 		$324K Buy
1,345
+4
+0.3% +$888 0.06% 290
2021
Q4 		$280K Hold
1,341
– – 0.06% 328
2021
Q3 		$263K Sell
1,341
-84
-6% -$16.4K 0.06% 327
2021
Q2 		$268K Buy
1,425
+10
+0.7% +$1.89K 0.06% 313
2021
Q1 		$257K Buy
1,415
+46
+3% +$7.51K 0.07% 304
2020
Q4 		$204K Buy
+1,369
New +$200K 0.06% 309
2020
Q1 		– Sell
-728
Closed -$132K – 716
2019
Q4 		$132K Sell
728
-154
-17% -$27.6K 0.04% 434
2019
Q3 		$161K Sell
882
-99
-10% -$18.4K 0.04% 376
2019
Q2 		$177K Buy
981
+85
+9% +$14.6K 0.05% 358
2019
Q1 		$150K Buy
+896
New +$151K 0.07% 324

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Realta Investment Advisors's GD Position: Q3 2024 in Review

Realta Investment Advisors sold out of General Dynamics (GD) in Q3 2024, closing a stake of 1,059 shares — an estimated $307K sold.

Realta Investment Advisors first reported a position in GD in Q1 2019 and held it in 19 quarters. The position peaked at $392K in Q2 2023. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Realta Investment Advisors reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,059 General Dynamics shares in Q3 2024, an estimated $307K.
  • Realta Investment Advisors first reported a position in General Dynamics in Q1 2019 and held it in 19 quarters.
  • Realta Investment Advisors's General Dynamics position peaked at $392K in Q2 2023.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.