WQ
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Wealth Quarterback’s General Dynamics GD Stock Holding History

Wealth Quarterback’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
2021
Q3 		$84K Buy
425
+3
+0.7% +$587 0.06% 171
2021
Q2 		$80K Buy
+422
New +$79.6K 0.05% 189
2020
Q2 		– Sell
-1,660
Closed -$193K – 350
2020
Q1 		$193K Sell
1,660
-10,306
-86% -$1.71M 0.18% 105
2019
Q4 		$309K Buy
+11,966
New +$2.15M 0.27% 80

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Quarterback's GD Position: Q3 2021 in Review

Wealth Quarterback increased its General Dynamics (GD) stake by 0.71% in Q3 2021, buying an estimated $587 and bringing the position to 425 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #171.

Wealth Quarterback first reported a position in GD in Q4 2019 and has held it in 4 quarters since. The position peaked at $309K in Q4 2019. 1,303 funds tracked by Wall St. Rank hold GD as of Q3 2021.

  • Wealth Quarterback held 425 shares of General Dynamics worth $84K as of Q3 2021.
  • Wealth Quarterback bought 3 General Dynamics shares in Q3 2021, an estimated $587.
  • General Dynamics made up 0.06% of Wealth Quarterback's portfolio in Q3 2021, its #171 holding.
  • Wealth Quarterback first reported a position in General Dynamics in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's General Dynamics position peaked at $309K in Q4 2019.
  • 1,303 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.