WFC
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Western Financial Corp’s General Dynamics GD Stock Holding History

Western Financial Corp’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
-1,743
Closed -$433K – 117
2022
Q4 		$433K Buy
1,743
+483
+38% +$118K 0.28% 84
2022
Q3 		$267K Buy
1,260
+284
+29% +$64.2K 0.19% 88
2022
Q2 		$216K Buy
+976
New +$225K 0.15% 88

Other funds holding GD

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Western Financial Corp's GD Position: Q1 2023 in Review

Western Financial Corp sold out of General Dynamics (GD) in Q1 2023, closing a stake of 1,743 shares — an estimated $433K sold.

Western Financial Corp first reported a position in GD in Q2 2022 and held it in 3 quarters. The position peaked at $433K in Q4 2022. 1,544 funds tracked by Wall St. Rank hold GD as of Q1 2023.

  • Western Financial Corp reported no remaining General Dynamics position as of Q1 2023 after selling out during the quarter.
  • Western Financial Corp sold 1,743 General Dynamics shares in Q1 2023, an estimated $433K.
  • Western Financial Corp first reported a position in General Dynamics in Q2 2022 and held it in 3 quarters.
  • Western Financial Corp's General Dynamics position peaked at $433K in Q4 2022.
  • 1,544 funds tracked by Wall St. Rank held General Dynamics as of Q1 2023.

Based on Western Financial Corp's 13F filing for Q1 2023, filed 20 Apr 2023.