TrueWealth LLC’s General Dynamics GD Stock Holding History

TrueWealth LLC’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
2020 Q2	$34K	Sell	227 -3	-1%	-$424	0.01%	313
2020 Q1	$30K	Sell	230 -47	-17%	-$7.81K	0.01%	307
2019 Q4	$49K	Buy	277 +7	+3%	+$1.26K	0.02%	272
2019 Q3	$49K	Sell	270 -29	-10%	-$5.39K	0.02%	266
2019 Q2	$54K	Buy	299 +47	+19%	+$8.09K	0.02%	257
2019 Q1	$43K	Hold	252	–	–	0.02%	275
2018 Q4	$40K	Hold	252	–	–	0.02%	277
2018 Q3	$52K	Buy	252 +26	+12%	+$5.09K	0.02%	264
2018 Q2	$42K	Hold	226	–	–	0.02%	283
2018 Q1	$50K	Buy	226 +27	+14%	+$5.87K	0.03%	260
2017 Q4	$41K	Buy	+199	New	+$40.7K	0.02%	303

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

TrueWealth LLC's GD Position: Q2 2020 in Review

TrueWealth LLC reduced its General Dynamics (GD) stake by 1.3% in Q2 2020, selling an estimated $424 and leaving 227 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #313.

TrueWealth LLC first reported a position in GD in Q4 2017 and has held it in 11 quarters since. The position peaked at $54K in Q2 2019. 1,156 funds tracked by Wall St. Rank hold GD as of Q2 2020.

TrueWealth LLC held 227 shares of General Dynamics worth $34K as of Q2 2020.
TrueWealth LLC sold 3 General Dynamics shares in Q2 2020, an estimated $424.
General Dynamics made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #313 holding.
TrueWealth LLC first reported a position in General Dynamics in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's General Dynamics position peaked at $54K in Q2 2019.
1,156 funds tracked by Wall St. Rank held General Dynamics as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.