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TRUE Private Wealth Advisors’s General Dynamics GD Stock Holding History

TRUE Private Wealth 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
Q1 		– Sell
-998
Closed -$259K – 292
2023
Q4 		$259K Buy
+998
New +$243K 0.03% 238
2023
Q2 		– Sell
-1,105
Closed -$252K – 245
2023
Q1 		$252K Sell
1,105
-2
-0.2% -$462 0.04% 194
2022
Q4 		$275K Buy
1,107
+37
+3% +$9.03K 0.04% 173
2022
Q3 		$227K Buy
1,070
+42
+4% +$9.49K 0.03% 187
2022
Q2 		$227K Buy
+1,028
New +$237K 0.03% 202
2021
Q1 		– Sell
-492
Closed -$73K – 420
2020
Q4 		$73K Buy
492
+77
+19% +$11.3K 0.01% 311
2020
Q3 		$57K Hold
415
– – 0.01% 319
2020
Q2 		$62K Buy
415
+230
+124% +$32.5K 0.01% 299
2020
Q1 		$24K Buy
185
+47
+34% +$7.81K 0.01% 360
2019
Q4 		$24K Buy
+138
New +$24.8K ﹤0.01% 462
2019
Q3 		– Sell
-297
Closed -$54K – 418
2019
Q2 		$54K Buy
+297
New +$51.1K 0.01% 330
2018
Q4 		– Sell
-424
Closed -$86.9K – 510
2018
Q3 		$86.9K Buy
+424
New +$83K 0.01% 385

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRUE Private Wealth Advisors's GD Position: Q1 2024 in Review

TRUE Private Wealth Advisors sold out of General Dynamics (GD) in Q1 2024, closing a stake of 998 shares — an estimated $259K sold.

TRUE Private Wealth Advisors first reported a position in GD in Q3 2018 and held it in 12 quarters. The position peaked at $275K in Q4 2022. 1,754 funds tracked by Wall St. Rank hold GD as of Q1 2024.

  • TRUE Private Wealth Advisors reported no remaining General Dynamics position as of Q1 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 998 General Dynamics shares in Q1 2024, an estimated $259K.
  • TRUE Private Wealth Advisors first reported a position in General Dynamics in Q3 2018 and held it in 12 quarters.
  • TRUE Private Wealth Advisors's General Dynamics position peaked at $275K in Q4 2022.
  • 1,754 funds tracked by Wall St. Rank held General Dynamics as of Q1 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.