SWM
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Selective Wealth Management’s General Dynamics GD Stock Holding History

Selective 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
2022
Q4 		– Sell
-8
Closed -$2K – 343
2022
Q3 		$2K Buy
+8
New +$1.81K ﹤0.01% 666

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BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Selective Wealth Management's GD Position: Q4 2022 in Review

Selective Wealth Management sold out of General Dynamics (GD) in Q4 2022, closing a stake of 8 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in GD in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 1,577 funds tracked by Wall St. Rank hold GD as of Q4 2022.

  • Selective Wealth Management reported no remaining General Dynamics position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 8 General Dynamics shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in General Dynamics in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's General Dynamics position peaked at $2K in Q3 2022.
  • 1,577 funds tracked by Wall St. Rank held General Dynamics as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.