Accurate Wealth Management’s Woodward WWD Stock Holding History

Accurate Wealth Management’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-100	Closed	-$10.3K	–	1481
2022 Q4	$10.3K	Buy	+100	New	+$9.24K	﹤0.01%	849

Other funds holding WWD

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

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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Wealth Management's WWD Position: Q1 2023 in Review

Accurate Wealth Management sold out of Woodward (WWD) in Q1 2023, closing a stake of 100 shares — an estimated $10.3K sold.

Accurate Wealth Management first reported a position in WWD in Q4 2022 and held it in 1 quarter. The position peaked at $10.3K in Q4 2022. 330 funds tracked by Wall St. Rank hold WWD as of Q1 2023.

Accurate Wealth Management reported no remaining Woodward position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 100 Woodward shares in Q1 2023, an estimated $10.3K.
Accurate Wealth Management first reported a position in Woodward in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Woodward position peaked at $10.3K in Q4 2022.
330 funds tracked by Wall St. Rank held Woodward as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.