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WealthPlan Investment Management’s General Dynamics GD Stock Holding History

WealthPlan Investment Management’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
Q2 		– Sell
-200
Closed -$45.6K – 402
2023
Q1 		$45.6K Buy
+200
New +$46.2K 0.01% 252

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Wellington Management Group
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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthPlan Investment Management's GD Position: Q2 2023 in Review

WealthPlan Investment Management sold out of General Dynamics (GD) in Q2 2023, closing a stake of 200 shares — an estimated $45.6K sold.

WealthPlan Investment Management first reported a position in GD in Q1 2023 and held it in 1 quarter. The position peaked at $45.6K in Q1 2023. 1,528 funds tracked by Wall St. Rank hold GD as of Q2 2023.

  • WealthPlan Investment Management reported no remaining General Dynamics position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 200 General Dynamics shares in Q2 2023, an estimated $45.6K.
  • WealthPlan Investment Management first reported a position in General Dynamics in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's General Dynamics position peaked at $45.6K in Q1 2023.
  • 1,528 funds tracked by Wall St. Rank held General Dynamics as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.