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TCWP’s General Dynamics GD Stock Holding History

TCWP’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
Q2 		– Sell
-1,753
Closed -$400K – 199
2023
Q1 		$400K Sell
1,753
-75
-4% -$17.3K 0.08% 156
2022
Q4 		$454K Sell
1,828
-475
-21% -$116K 0.09% 151
2022
Q3 		$488K Buy
2,303
+49
+2% +$11.1K 0.1% 143
2022
Q2 		$498K Buy
2,254
+410
+22% +$94.4K 0.11% 140
2022
Q1 		$444K Buy
+1,844
New +$410K 0.08% 164

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCWP's GD Position: Q2 2023 in Review

TCWP sold out of General Dynamics (GD) in Q2 2023, closing a stake of 1,753 shares — an estimated $400K sold.

TCWP first reported a position in GD in Q1 2022 and held it in 5 quarters. The position peaked at $498K in Q2 2022. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

  • TCWP reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 1,753 General Dynamics shares in Q2 2023, an estimated $400K.
  • TCWP first reported a position in General Dynamics in Q1 2022 and held it in 5 quarters.
  • TCWP's General Dynamics position peaked at $498K in Q2 2022.
  • 1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.