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Sound View Wealth Advisors’s General Dynamics GD Stock Holding History

Sound View Wealth 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
2019
Q1 		$3.53M Buy
20,828
+80
+0.4% +$13.5K 1.11% 25
2018
Q4 		$3.26M Buy
+20,748
New +$3.72M 1.18% 20

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors's GD Position: Q1 2019 in Review

Sound View Wealth Advisors increased its General Dynamics (GD) stake by 0.39% in Q1 2019, buying an estimated $13.5K and bringing the position to 20,828 shares worth $3.53M. The position accounts for 1.11% of the portfolio, ranked #25.

Sound View Wealth Advisors first reported a position in GD in Q4 2018 and has held it in 2 quarters since. 1,092 funds tracked by Wall St. Rank hold GD as of Q1 2019.

  • Sound View Wealth Advisors held 20,828 shares of General Dynamics worth $3.53M as of Q1 2019.
  • Sound View Wealth Advisors bought 80 General Dynamics shares in Q1 2019, an estimated $13.5K.
  • General Dynamics made up 1.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #25 holding.
  • Sound View Wealth Advisors first reported a position in General Dynamics in Q4 2018 and has held it in 2 quarters since.
  • 1,092 funds tracked by Wall St. Rank held General Dynamics as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.