SFC
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Strategic Financial Concepts’s General Dynamics GD Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-90
Closed -$26.2K – 414
2024
Q2 		$26.2K Buy
+90
New +$26.4K 0.02% 304

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Strategic Financial Concepts's GD Position: Q3 2024 in Review

Strategic Financial Concepts sold out of General Dynamics (GD) in Q3 2024, closing a stake of 90 shares — an estimated $26.2K sold.

Strategic Financial Concepts first reported a position in GD in Q2 2024 and held it in 1 quarter. The position peaked at $26.2K in Q2 2024. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Strategic Financial Concepts reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 90 General Dynamics shares in Q3 2024, an estimated $26.2K.
  • Strategic Financial Concepts first reported a position in General Dynamics in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's General Dynamics position peaked at $26.2K in Q2 2024.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.