Sutton Wealth Advisors’s General Dynamics GD Stock Holding History

Sutton 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
2023 Q3	$62.1K	Buy	281 +16	+6%	+$3.54K	0.03%	207
2023 Q2	$57K	Hold	265	–	–	0.03%	210
2023 Q1	$60.5K	Sell	265 -48	-15%	-$11.1K	0.03%	190
2022 Q4	$77.7K	Hold	313	–	–	0.03%	291
2022 Q3	$66.4K	Hold	313	–	–	0.03%	322
2022 Q2	$69.3K	Hold	313	–	–	0.03%	302
2022 Q1	$75.5K	Buy	313 +4	+1%	+$888	0.03%	304
2021 Q4	$64.4K	Buy	309 +4	+1%	+$808	0.02%	349
2021 Q3	$59.8K	Hold	305	–	–	0.02%	354
2021 Q2	$57.4K	Hold	305	–	–	0.02%	371
2021 Q1	$55.4K	Buy	305 +18	+6%	+$2.94K	0.02%	368
2020 Q4	$42.7K	Buy	287 +2	+0.7%	+$292	0.02%	404
2020 Q3	$39.5K	Hold	285	–	–	0.02%	351
2020 Q2	$42.6K	Sell	285 -9	-3%	-$1.27K	0.02%	339
2020 Q1	$38.9K	Buy	294 +14	+5%	+$2.33K	0.02%	324
2019 Q4	$49.4K	Hold	280	–	–	0.03%	309
2019 Q3	$51.2K	Hold	280	–	–	0.03%	299
2019 Q2	$50.9K	Hold	280	–	–	0.03%	296
2019 Q1	$47.4K	Buy	280 +9	+3%	+$1.52K	0.03%	306
2018 Q4	$42.6K	Buy	271 +12	+5%	+$2.15K	0.03%	301
2018 Q3	$53K	Hold	259	–	–	0.03%	281
2018 Q2	$48.3K	Sell	259 -11	-4%	-$2.25K	0.03%	293
2018 Q1	$59.6K	Buy	270 +11	+4%	+$2.39K	0.04%	245
2017 Q4	$52.7K	Sell	259 -36	-12%	-$7.36K	0.04%	262
2017 Q3	$60.6K	Sell	295 -2	-0.7%	-$401	0.05%	238
2017 Q2	$58.8K	Sell	297 -2	-0.7%	-$392	0.05%	242
2017 Q1	$56K	Hold	299	–	–	0.05%	247
2016 Q4	$51.6K	Hold	299	–	–	0.05%	261
2016 Q3	$46.4K	Hold	299	–	–	0.04%	268
2016 Q2	$41.6K	Hold	299	–	–	0.04%	269
2016 Q1	$39.3K	Buy	+299	New	+$39.6K	0.04%	285

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Wealth Advisors's GD Position: Q3 2023 in Review

Sutton Wealth Advisors increased its General Dynamics (GD) stake by 6% in Q3 2023, buying an estimated $3.54K and bringing the position to 281 shares worth $62.1K. The position accounts for 0.03% of the portfolio, ranked #207.

Sutton Wealth Advisors first reported a position in GD in Q1 2016 and has held it in 31 quarters since. The position peaked at $77.7K in Q4 2022. 1,517 funds tracked by Wall St. Rank hold GD as of Q3 2023.

Sutton Wealth Advisors held 281 shares of General Dynamics worth $62.1K as of Q3 2023.
Sutton Wealth Advisors bought 16 General Dynamics shares in Q3 2023, an estimated $3.54K.
General Dynamics made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #207 holding.
Sutton Wealth Advisors first reported a position in General Dynamics in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's General Dynamics position peaked at $77.7K in Q4 2022.
1,517 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.