True Link Financial Advisors’s General Dynamics GD Stock Holding History

True Link 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
2023 Q3	–	Sell	-1,425	Closed	-$307K	–	106
2023 Q2	$307K	Hold	1,425	–	–	0.04%	99
2023 Q1	$325K	Hold	1,425	–	–	0.04%	96
2022 Q4	$354K	Hold	1,425	–	–	0.05%	87
2022 Q3	$302K	Hold	1,425	–	–	0.04%	111
2022 Q2	$315K	Hold	1,425	–	–	0.05%	105
2022 Q1	$344K	Buy	+1,425	New	+$316K	0.05%	99
2021 Q4	–	Sell	-18	Closed	-$4K	–	775
2021 Q3	$4K	Hold	18	–	–	﹤0.01%	683
2021 Q2	$3K	Buy	+18	New	+$3.39K	﹤0.01%	645

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

True Link Financial Advisors's GD Position: Q3 2023 in Review

True Link Financial Advisors sold out of General Dynamics (GD) in Q3 2023, closing a stake of 1,425 shares — an estimated $307K sold.

True Link Financial Advisors first reported a position in GD in Q2 2021 and held it in 8 quarters. The position peaked at $354K in Q4 2022. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

True Link Financial Advisors reported no remaining General Dynamics position as of Q3 2023 after selling out during the quarter.
True Link Financial Advisors sold 1,425 General Dynamics shares in Q3 2023, an estimated $307K.
True Link Financial Advisors first reported a position in General Dynamics in Q2 2021 and held it in 8 quarters.
True Link Financial Advisors's General Dynamics position peaked at $354K in Q4 2022.
1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on True Link Financial Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.