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

Schrum 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
Q4 		– Sell
-1,034
Closed -$312K – 144
2024
Q3 		$312K Buy
+1,034
New +$304K 0.16% 125

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BlackRock
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Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Schrum Private Wealth Management's GD Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of General Dynamics (GD) in Q4 2024, closing a stake of 1,034 shares — an estimated $312K sold.

Schrum Private Wealth Management first reported a position in GD in Q3 2024 and held it in 1 quarter. The position peaked at $312K in Q3 2024. 1,849 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 1,034 General Dynamics shares in Q4 2024, an estimated $312K.
  • Schrum Private Wealth Management first reported a position in General Dynamics in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's General Dynamics position peaked at $312K in Q3 2024.
  • 1,849 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.