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Wetzel Investment Advisors’s General Dynamics GD Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-146
Closed -$41.2K – 406
2024
Q2 		$41.2K Hold
146
– – 0.02% 258
2024
Q1 		$41.6K Hold
146
– – 0.02% 278
2023
Q4 		$38K Buy
+146
New +$35.6K 0.02% 278

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wetzel Investment Advisors's GD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of General Dynamics (GD) in Q3 2024, closing a stake of 146 shares — an estimated $41.2K sold.

Wetzel Investment Advisors first reported a position in GD in Q4 2023 and held it in 3 quarters. The position peaked at $41.6K in Q1 2024. 1,802 funds tracked by Wall St. Rank hold GD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining General Dynamics position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 146 General Dynamics shares in Q3 2024, an estimated $41.2K.
  • Wetzel Investment Advisors first reported a position in General Dynamics in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's General Dynamics position peaked at $41.6K in Q1 2024.
  • 1,802 funds tracked by Wall St. Rank held General Dynamics as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.