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TRUADVICE’s General Dynamics GD Stock Holding History

TRUADVICE’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 		$231K Sell
949
-403
-30% -$89.1K 0.09% 207
2023
Q2 		$305K Sell
1,352
-44
-3% -$9.49K 0.11% 179
2023
Q1 		$305K Buy
+1,396
New +$323K 0.12% 168

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUADVICE's GD Position: Q3 2023 in Review

TRUADVICE reduced its General Dynamics (GD) stake by 30% in Q3 2023, selling an estimated $89.1K and leaving 949 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #207.

TRUADVICE first reported a position in GD in Q1 2023 and has held it in 3 quarters since. The position peaked at $305K in Q2 2023. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

  • TRUADVICE held 949 shares of General Dynamics worth $231K as of Q3 2023.
  • TRUADVICE sold 403 General Dynamics shares in Q3 2023, an estimated $89.1K.
  • General Dynamics made up 0.09% of TRUADVICE's portfolio in Q3 2023, its #207 holding.
  • TRUADVICE first reported a position in General Dynamics in Q1 2023 and has held it in 3 quarters since.
  • TRUADVICE's General Dynamics position peaked at $305K in Q2 2023.
  • 1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.