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WealthStone’s General Dynamics GD Stock Holding History

WealthStone’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 		$237K Buy
+1,310
New +$214K 0.08% 213
2020
Q4 		– Sell
-1,570
Closed -$217K – 256
2020
Q3 		$217K Sell
1,570
-518
-25% -$76.5K 0.1% 151
2020
Q2 		$312K Buy
+2,088
New +$295K 0.15% 112

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

WealthStone's GD Position: Q1 2021 in Review

WealthStone opened a new position in General Dynamics (GD) in Q1 2021: 1,310 shares worth $237K. The stake represents 0.08% of the portfolio and ranks #213 among its holdings. This is a return to the name: WealthStone previously reported a position in GD as recently as Q3 2020.

WealthStone first reported a position in GD in Q2 2020 and has held it in 3 quarters since. The position peaked at $312K in Q2 2020. 1,257 funds tracked by Wall St. Rank hold GD as of Q1 2021.

  • WealthStone held 1,310 shares of General Dynamics worth $237K as of Q1 2021.
  • General Dynamics was a new WealthStone position in Q1 2021.
  • General Dynamics made up 0.08% of WealthStone's portfolio in Q1 2021, its #213 holding.
  • WealthStone first reported a position in General Dynamics in Q2 2020 and has held it in 3 quarters since.
  • WealthStone's General Dynamics position peaked at $312K in Q2 2020.
  • 1,257 funds tracked by Wall St. Rank held General Dynamics as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.