AWM
WWD icon

Avior Wealth Management’s Woodward WWD Stock Holding History

Avior 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
2026
Q2 		$1.61M Buy
3,783
+573
+18% +$217K 0.04% 280
2026
Q1 		$1.15M Buy
3,210
+960
+43% +$346K 0.03% 325
2025
Q4 		$680K Sell
2,250
-1,585
-41% -$436K 0.02% 386
2025
Q3 		$969K Hold
3,835
– – 0.03% 305
2025
Q2 		$940K Buy
3,835
+3,400
+782% +$695K 0.03% 298
2025
Q1 		$79.4K Sell
435
-4,201
-91% -$777K ﹤0.01% 704
2024
Q4 		$772K Sell
4,636
-399
-8% -$68.2K 0.03% 338
2024
Q3 		$864K Buy
5,035
+1,000
+25% +$166K 0.03% 322
2024
Q2 		$704K Sell
4,035
-713
-15% -$121K 0.03% 349
2024
Q1 		$732K Buy
4,748
+948
+25% +$133K 0.03% 357
2023
Q4 		$517K Sell
3,800
-300
-7% -$39.2K 0.03% 340
2023
Q3 		$509K Hold
4,100
– – 0.03% 322
2023
Q2 		$488K Hold
4,100
– – 0.03% 344
2023
Q1 		$399K Hold
4,100
– – 0.03% 406
2022
Q4 		$396K Hold
4,100
– – 0.03% 354
2022
Q3 		$329K Hold
4,100
– – 0.03% 369
2022
Q2 		$379K Buy
4,100
+800
+24% +$83.3K 0.04% 308
2022
Q1 		$412K Sell
3,300
-550
-14% -$64.7K 0.04% 338
2021
Q4 		$421K Hold
3,850
– – 0.03% 352
2021
Q3 		$435K Sell
3,850
-150
-4% -$17.8K 0.04% 337
2021
Q2 		$491K Buy
4,000
+1,600
+67% +$197K 0.05% 299
2021
Q1 		$289K Hold
2,400
– – 0.03% 364
2020
Q4 		$291K Sell
2,400
-400
-14% -$40.6K 0.04% 347
2020
Q3 		$224K Sell
2,800
-500
-15% -$40.2K 0.03% 363
2020
Q2 		$255K Sell
3,300
-400
-11% -$26.1K 0.04% 354
2020
Q1 		$219K Buy
3,700
+560
+18% +$58K 0.04% 327
2019
Q4 		$371K Sell
3,140
-600
-16% -$67.7K 0.06% 276
2019
Q3 		$403K Buy
3,740
+560
+18% +$61.6K 0.07% 250
2019
Q2 		$360K Buy
+3,180
New +$341K 0.06% 261

Other funds holding WWD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $127M AUM
P
PensionDanmark Copenhagen O, Denmark $12B AUM