RFA
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Reilly Financial Advisors’s General Dynamics GD Stock Holding History

Reilly Financial 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
2016
Q2 		– Sell
-7,027
Closed -$923K – 874
2016
Q1 		$923K Buy
+7,027
New +$931K 0.16% 78

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's GD Position: Q4 2021 in Review

Reilly Financial Advisors reduced its General Dynamics (GD) stake by 4.4% in Q4 2021, selling an estimated $99.1K and leaving 10,753 shares worth $2.24M. The position accounts for 0.17% of the portfolio, ranked #90.

Reilly Financial Advisors first reported a position in GD in Q2 2013 and has held it in 34 quarters since. 1,417 funds tracked by Wall St. Rank hold GD as of Q4 2021.

  • Reilly Financial Advisors held 10,753 shares of General Dynamics worth $2.24M as of Q4 2021.
  • Reilly Financial Advisors sold 491 General Dynamics shares in Q4 2021, an estimated $99.1K.
  • General Dynamics made up 0.17% of Reilly Financial Advisors's portfolio in Q4 2021, its #90 holding.
  • Reilly Financial Advisors first reported a position in General Dynamics in Q2 2013 and has held it in 34 quarters since.
  • 1,417 funds tracked by Wall St. Rank held General Dynamics as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.