V Wealth Advisors’s General Dynamics GD Stock Holding History

V 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
2023 Q3	–	Sell	-1,190	Closed	-$256K	–	206
2023 Q2	$256K	Sell	1,190 -81	-6%	-$17.5K	0.04%	315
2023 Q1	$290K	Buy	1,271 +5	+0.4%	+$1.16K	0.05%	298
2022 Q4	$314K	Buy	1,266 +49	+4%	+$12K	0.07%	273
2022 Q3	$258K	Buy	1,217 +1	+0.1%	+$226	0.05%	312
2022 Q2	$269K	Hold	1,216	–	–	0.05%	333
2022 Q1	$293K	Buy	1,216 +101	+9%	+$22.4K	0.05%	353
2021 Q4	$232K	Buy	1,115 +1	+0.1%	+$202	0.03%	408
2021 Q3	$219K	Sell	1,114 -85	-7%	-$16.6K	0.03%	425
2021 Q2	$226K	Sell	1,199 -664	-36%	-$125K	0.04%	425
2021 Q1	$338K	Buy	+1,863	New	+$304K	0.06%	323
2017 Q3	–	Sell	-46	Closed	-$9K	–	397
2017 Q2	$9K	Buy	+46	New	+$9.01K	﹤0.01%	587

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

V Wealth Advisors's GD Position: Q3 2023 in Review

V Wealth Advisors sold out of General Dynamics (GD) in Q3 2023, closing a stake of 1,190 shares — an estimated $256K sold.

V Wealth Advisors first reported a position in GD in Q2 2017 and held it in 11 quarters. The position peaked at $338K in Q1 2021. 1,516 funds tracked by Wall St. Rank hold GD as of Q3 2023.

V Wealth Advisors reported no remaining General Dynamics position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 1,190 General Dynamics shares in Q3 2023, an estimated $256K.
V Wealth Advisors first reported a position in General Dynamics in Q2 2017 and held it in 11 quarters.
V Wealth Advisors's General Dynamics position peaked at $338K in Q1 2021.
1,516 funds tracked by Wall St. Rank held General Dynamics as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.