WAM
GD icon

Wealthspire Advisors (Maryland)’s General Dynamics GD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$366K Sell
2,645
-4,368
-62% -$645K 0.01% 318
2020
Q2 		$1.05M Buy
7,013
+340
+5% +$48K 0.08% 154
2020
Q1 		$883K Buy
6,673
+988
+17% +$164K 0.08% 152
2019
Q4 		$1M Sell
5,685
-104
-2% -$18.7K 0.07% 171
2019
Q3 		$1.06M Buy
5,789
+2,103
+57% +$391K 0.08% 138
2019
Q2 		$670K Sell
3,686
-446
-11% -$76.8K 0.05% 204
2019
Q1 		$700K Sell
4,132
-35
-0.8% -$5.9K 0.05% 194
2018
Q4 		$655K Sell
4,167
-144
-3% -$25.8K 0.06% 176
2018
Q3 		$883K Buy
4,311
+37
+0.9% +$7.24K 0.07% 158
2018
Q2 		$797K Buy
4,274
+492
+13% +$101K 0.07% 161
2018
Q1 		$835K Sell
3,782
-1,362
-26% -$296K 0.08% 151
2017
Q4 		$1.05M Buy
5,144
+638
+14% +$130K 0.1% 131
2017
Q3 		$926K Sell
4,506
-452
-9% -$90.6K 0.1% 141
2017
Q2 		$982K Buy
4,958
+1,186
+31% +$232K 0.12% 121
2017
Q1 		$706K Buy
3,772
+2,652
+237% +$490K 0.1% 131
2016
Q4 		$193K Buy
1,120
+99
+10% +$16.2K 0.03% 383
2016
Q3 		$158K Buy
1,021
+6
+0.6% +$894 0.02% 450
2016
Q2 		$141K Sell
1,015
-464
-31% -$64.7K 0.02% 459
2016
Q1 		$194K Buy
1,479
+288
+24% +$38.2K 0.03% 368
2015
Q4 		$164K Buy
+1,191
New +$170K 0.03% 411

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its General Dynamics (GD) stake by 62% in Q3 2020, selling an estimated $645K and leaving 2,645 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #318.

Wealthspire Advisors (Maryland) first reported a position in GD in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.06M in Q3 2019. 1,130 funds tracked by Wall St. Rank hold GD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,645 shares of General Dynamics worth $366K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 4,368 General Dynamics shares in Q3 2020, an estimated $645K.
  • General Dynamics made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #318 holding.
  • Wealthspire Advisors (Maryland) first reported a position in General Dynamics in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s General Dynamics position peaked at $1.06M in Q3 2019.
  • 1,130 funds tracked by Wall St. Rank held General Dynamics as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.