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WealthShield Partners’s General Dynamics GD Stock Holding History

WealthShield Partners’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 		– Sell
-1,313
Closed -$247K – 427
2021
Q2 		$247K Buy
1,313
+94
+8% +$17.7K 0.04% 232
2021
Q1 		$221K Buy
+1,219
New +$199K 0.04% 242

Other funds holding GD

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Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthShield Partners's GD Position: Q3 2021 in Review

WealthShield Partners sold out of General Dynamics (GD) in Q3 2021, closing a stake of 1,313 shares — an estimated $247K sold.

WealthShield Partners first reported a position in GD in Q1 2021 and held it in 2 quarters. The position peaked at $247K in Q2 2021. 1,302 funds tracked by Wall St. Rank hold GD as of Q3 2021.

  • WealthShield Partners reported no remaining General Dynamics position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,313 General Dynamics shares in Q3 2021, an estimated $247K.
  • WealthShield Partners first reported a position in General Dynamics in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's General Dynamics position peaked at $247K in Q2 2021.
  • 1,302 funds tracked by Wall St. Rank held General Dynamics as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.