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SYSTM Wealth Solutions’s General Dynamics GD Stock Holding History

SYSTM Wealth Solutions’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
-2,183
Closed -$633K – 303
2024
Q2 		$633K Sell
2,183
-1,100
-34% -$322K 0.14% 133
2024
Q1 		$927K Sell
3,283
-430
-12% -$115K 0.12% 210
2023
Q4 		$964K Sell
3,713
-465
-11% -$113K 0.13% 197
2023
Q3 		$923K Sell
4,178
-1,059
-20% -$234K 0.14% 188
2023
Q2 		$1.13M Buy
5,237
+446
+9% +$96.2K 0.15% 183
2023
Q1 		$1.09M Sell
4,791
-292
-6% -$67.5K 0.17% 163
2022
Q4 		$1.26M Buy
+5,083
New +$1.24M 0.16% 174

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYSTM Wealth Solutions's GD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of General Dynamics (GD) in Q3 2024, closing a stake of 2,183 shares — an estimated $633K sold.

SYSTM Wealth Solutions first reported a position in GD in Q4 2022 and held it in 7 quarters. The position peaked at $1.26M in Q4 2022. 1,800 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,183 General Dynamics shares in Q3 2024, an estimated $633K.
  • SYSTM Wealth Solutions first reported a position in General Dynamics in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's General Dynamics position peaked at $1.26M in Q4 2022.
  • 1,800 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.