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Resurgent Financial Advisors’s General Dynamics GD Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-112
Closed -$29.1K – 294
2023
Q4 		$29.1K Buy
112
+11
+11% +$2.68K 0.02% 427
2023
Q3 		$22.3K Buy
+101
New +$22.3K 0.02% 462
2023
Q2 		– Sell
-96
Closed -$21.9K – 516
2023
Q1 		$21.9K Sell
96
-53
-36% -$12.2K 0.01% 466
2022
Q4 		$37K Buy
+149
New +$36.3K 0.02% 489

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resurgent Financial Advisors's GD Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of General Dynamics (GD) in Q1 2024, closing a stake of 112 shares — an estimated $29.1K sold.

Resurgent Financial Advisors first reported a position in GD in Q4 2022 and held it in 4 quarters. The position peaked at $37K in Q4 2022. 1,752 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 112 General Dynamics shares in Q1 2024, an estimated $29.1K.
  • Resurgent Financial Advisors first reported a position in General Dynamics in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's General Dynamics position peaked at $37K in Q4 2022.
  • 1,752 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.