RIA
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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 $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return