BRWA
WWD icon

B. Riley Wealth Advisors’s Woodward WWD Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-3,075
Closed -$523K – 1305
2024
Q3 		$523K Sell
3,075
-70
-2% -$11.7K 0.01% 728
2024
Q2 		$548K Buy
+3,145
New +$535K 0.01% 775
2022
Q1 		– Sell
-2,437
Closed -$267K – 1516
2021
Q4 		$267K Buy
2,437
+192
+9% +$21.6K 0.01% 1136
2021
Q3 		$255K Buy
+2,245
New +$267K 0.01% 1130
2021
Q1 		– Sell
-2,843
Closed -$347K – 1419
2020
Q4 		$347K Sell
2,843
-248
-8% -$25.2K 0.02% 679
2020
Q3 		$248K Buy
3,091
+70
+2% +$5.63K 0.01% 775
2020
Q2 		$235K Buy
+3,021
New +$197K 0.02% 715
2020
Q1 		– Sell
-3,330
Closed -$395K – 905
2019
Q4 		$395K Sell
3,330
-677
-17% -$76.4K 0.03% 502
2019
Q3 		$433K Buy
4,007
+428
+12% +$47K 0.04% 449
2019
Q2 		$406K Buy
+3,579
New +$383K 0.04% 453

Other funds holding WWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

B. Riley Wealth Advisors's WWD Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Woodward (WWD) in Q4 2024, closing a stake of 3,075 shares — an estimated $523K sold.

B. Riley Wealth Advisors first reported a position in WWD in Q2 2019 and held it in 10 quarters. The position peaked at $548K in Q2 2024. 476 funds tracked by Wall St. Rank hold WWD as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Woodward position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,075 Woodward shares in Q4 2024, an estimated $523K.
  • B. Riley Wealth Advisors first reported a position in Woodward in Q2 2019 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Woodward position peaked at $548K in Q2 2024.
  • 476 funds tracked by Wall St. Rank held Woodward as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.