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Atria Wealth Solutions’s Woodward WWD Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-2,796
Closed -$465K – 2097
2024
Q4 		$465K Buy
+2,796
New +$478K 0.01% 1312

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Eagle Capital Management (New York)
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State Street
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Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's WWD Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Woodward (WWD) in Q1 2025, closing a stake of 2,796 shares — an estimated $465K sold.

Atria Wealth Solutions first reported a position in WWD in Q4 2024 and held it in 1 quarter. The position peaked at $465K in Q4 2024. 480 funds tracked by Wall St. Rank hold WWD as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Woodward position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,796 Woodward shares in Q1 2025, an estimated $465K.
  • Atria Wealth Solutions first reported a position in Woodward in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Woodward position peaked at $465K in Q4 2024.
  • 480 funds tracked by Wall St. Rank held Woodward as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.