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TFO Wealth Partners’s General Dynamics GD Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-121
Closed -$34.2K – 330
2024
Q1 		$34.2K Hold
121
– – 0.01% 64
2023
Q4 		$31.4K Hold
121
– – 0.01% 68
2023
Q3 		$26K Hold
121
– – 0.01% 129
2023
Q2 		$26K Hold
121
– – 0.01% 117
2023
Q1 		$27.6K Buy
121
+119
+5,950% +$27.5K 0.01% 83
2022
Q4 		$672 Buy
+2
New +$488 ﹤0.01% 437
2022
Q3 		– Sell
-44
Closed -$10K – 269
2022
Q2 		$10K Buy
+44
New +$10.1K ﹤0.01% 125

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TFO Wealth Partners's GD Position: Q2 2024 in Review

TFO Wealth Partners sold out of General Dynamics (GD) in Q2 2024, closing a stake of 121 shares — an estimated $34.2K sold.

TFO Wealth Partners first reported a position in GD in Q2 2022 and held it in 7 quarters. The position peaked at $34.2K in Q1 2024. 1,770 funds tracked by Wall St. Rank hold GD as of Q2 2024.

  • TFO Wealth Partners reported no remaining General Dynamics position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 121 General Dynamics shares in Q2 2024, an estimated $34.2K.
  • TFO Wealth Partners first reported a position in General Dynamics in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's General Dynamics position peaked at $34.2K in Q1 2024.
  • 1,770 funds tracked by Wall St. Rank held General Dynamics as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.