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Teamwork Financial Advisors’s General Dynamics GD Stock Holding History

Teamwork Financial 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
2024
Q3 		– Sell
-1,068
Closed -$310K – 163
2024
Q2 		$310K Sell
1,068
-621
-37% -$182K 0.05% 109
2024
Q1 		$477K Sell
1,689
-158
-9% -$42.3K 0.07% 109
2023
Q4 		$480K Sell
1,847
-642
-26% -$157K 0.08% 103
2023
Q3 		$550K Sell
2,489
-1,280
-34% -$283K 0.09% 121
2023
Q2 		$811K Sell
3,769
-17,690
-82% -$3.82M 0.13% 95
2023
Q1 		$4.9M Buy
21,459
+20,348
+1,832% +$4.7M 0.91% 28
2022
Q4 		$276K Sell
1,111
-79
-7% -$19.3K 0.06% 165
2022
Q3 		$252K Sell
1,190
-49
-4% -$11.1K 0.05% 181
2022
Q2 		$274K Sell
1,239
-370
-23% -$85.1K 0.06% 179
2022
Q1 		$388K Sell
1,609
-157
-9% -$34.9K 0.07% 188
2021
Q4 		$368K Buy
1,766
+12
+0.7% +$2.42K 0.07% 216
2021
Q3 		$344K Buy
1,754
+36
+2% +$7.05K 0.07% 197
2021
Q2 		$323K Buy
+1,718
New +$324K 0.07% 190

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

Teamwork Financial Advisors's GD Position: Q3 2024 in Review

Teamwork Financial Advisors sold out of General Dynamics (GD) in Q3 2024, closing a stake of 1,068 shares — an estimated $310K sold.

Teamwork Financial Advisors first reported a position in GD in Q2 2021 and held it in 13 quarters. The position peaked at $4.9M in Q1 2023. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Teamwork Financial Advisors reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 1,068 General Dynamics shares in Q3 2024, an estimated $310K.
  • Teamwork Financial Advisors first reported a position in General Dynamics in Q2 2021 and held it in 13 quarters.
  • Teamwork Financial Advisors's General Dynamics position peaked at $4.9M in Q1 2023.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Teamwork Financial Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.