Wipfli Financial Advisors’s General Dynamics GD Stock Holding History

Wipfli Financial 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
2022 Q3	$441K	Buy	+2,077	New	+$469K	0.03%	254

Other funds holding GD

LAMI

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wipfli Financial Advisors's GD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in General Dynamics (GD) in Q3 2022: 2,077 shares worth $441K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings.

1,437 funds tracked by Wall St. Rank hold GD as of Q3 2022.

Wipfli Financial Advisors held 2,077 shares of General Dynamics worth $441K as of Q3 2022.
General Dynamics was a new Wipfli Financial Advisors position in Q3 2022.
General Dynamics made up 0.03% of Wipfli Financial Advisors's portfolio in Q3 2022, its #254 holding.
1,437 funds tracked by Wall St. Rank held General Dynamics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.