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ShoreHaven Wealth Partners’s General Dynamics GD Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-10
Closed -$2K – 128
2021
Q1 		$2K Hold
10
– – ﹤0.01% 256
2020
Q4 		$1K Buy
+10
New +$1.46K ﹤0.01% 245

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ShoreHaven Wealth Partners's GD Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of General Dynamics (GD) in Q2 2021, closing a stake of 10 shares — an estimated $2K sold.

ShoreHaven Wealth Partners first reported a position in GD in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 1,288 funds tracked by Wall St. Rank hold GD as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining General Dynamics position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 10 General Dynamics shares in Q2 2021, an estimated $2K.
  • ShoreHaven Wealth Partners first reported a position in General Dynamics in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's General Dynamics position peaked at $2K in Q1 2021.
  • 1,288 funds tracked by Wall St. Rank held General Dynamics as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.