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WESPAC Advisors’s General Dynamics GD Stock Holding History

WESPAC Advisors’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
Q1 		– Sell
-1,265
Closed -$314K – 115
2022
Q4 		$314K Buy
+1,265
New +$309K 0.54% 44
2022
Q2 		– Sell
-4,116
Closed -$993K – 101
2022
Q1 		$993K Sell
4,116
-1,522
-27% -$338K 1.07% 37
2021
Q4 		$1.18M Buy
5,638
+183
+3% +$37K 0.79% 54
2021
Q3 		$1.07M Buy
5,455
+2,865
+111% +$561K 0.66% 60
2021
Q2 		$488K Sell
2,590
-2,732
-51% -$515K 0.93% 55
2021
Q1 		$966K Sell
5,322
-644
-11% -$105K 0.72% 60
2020
Q4 		$888K Buy
5,966
+1,593
+36% +$233K 0.69% 59
2020
Q3 		$605K Buy
4,373
+66
+2% +$9.75K 0.75% 53
2020
Q2 		$644K Buy
+4,307
New +$608K 0.73% 55
2018
Q2 		– Sell
-1,199
Closed -$265K – 127
2018
Q1 		$265K Sell
1,199
-994
-45% -$216K 0.16% 115
2017
Q4 		$446K Sell
2,193
-1,170
-35% -$239K 0.41% 77
2017
Q3 		$691K Buy
+3,363
New +$674K 0.46% 70
2015
Q4 		– Sell
-5,461
Closed -$753K – 92
2015
Q3 		$753K Sell
5,461
-2,494
-31% -$361K 1.32% 30
2015
Q2 		$1.13M Buy
7,955
+245
+3% +$34K 0.85% 47
2015
Q1 		$1.05M Buy
7,710
+1,858
+32% +$255K 0.79% 54
2014
Q4 		$805K Buy
5,852
+2,358
+67% +$321K 0.56% 61
2014
Q3 		$444K Buy
3,494
+600
+21% +$72.9K 0.36% 91
2014
Q2 		$337K Buy
+2,894
New +$329K 0.38% 88

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WESPAC Advisors's GD Position: Q1 2023 in Review

WESPAC Advisors sold out of General Dynamics (GD) in Q1 2023, closing a stake of 1,265 shares — an estimated $314K sold.

WESPAC Advisors first reported a position in GD in Q2 2014 and held it in 18 quarters. The position peaked at $1.18M in Q4 2021. 1,545 funds tracked by Wall St. Rank hold GD as of Q1 2023.

  • WESPAC Advisors reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
  • WESPAC Advisors sold 1,265 General Dynamics shares in Q1 2023, an estimated $314K.
  • WESPAC Advisors first reported a position in General Dynamics in Q2 2014 and held it in 18 quarters.
  • WESPAC Advisors's General Dynamics position peaked at $1.18M in Q4 2021.
  • 1,545 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on WESPAC Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.