WFO
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Wealthgate Family Office’s General Dynamics GD Stock Holding History

Wealthgate Family Office’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
Q1 		– Sell
-2,959
Closed -$440K – 40
2020
Q4 		$440K Buy
+2,959
New +$433K 0.66% 22

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BlackRock
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State Street
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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

Wealthgate Family Office's GD Position: Q1 2021 in Review

Wealthgate Family Office sold out of General Dynamics (GD) in Q1 2021, closing a stake of 2,959 shares — an estimated $440K sold.

Wealthgate Family Office first reported a position in GD in Q4 2020 and held it in 1 quarter. The position peaked at $440K in Q4 2020. 1,257 funds tracked by Wall St. Rank hold GD as of Q1 2021.

  • Wealthgate Family Office reported no remaining General Dynamics position as of Q1 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 2,959 General Dynamics shares in Q1 2021, an estimated $440K.
  • Wealthgate Family Office first reported a position in General Dynamics in Q4 2020 and held it in 1 quarter.
  • Wealthgate Family Office's General Dynamics position peaked at $440K in Q4 2020.
  • 1,257 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on Wealthgate Family Office's 13F filing for Q1 2021, filed 14 May 2021.