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Buckingham Strategic Wealth’s Woodward WWD Stock Holding History

Buckingham Strategic Wealth’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
Q4 		– Sell
-2,201
Closed -$273K – 748
2023
Q3 		$273K Hold
2,201
– – ﹤0.01% 547
2023
Q2 		$262K Hold
2,201
– – ﹤0.01% 561
2023
Q1 		$213K Hold
2,201
– – ﹤0.01% 555
2022
Q4 		$213K Buy
+2,201
New +$203K ﹤0.01% 557
2022
Q3 		– Sell
-2,226
Closed -$206K – 649
2022
Q2 		$206K Buy
+2,226
New +$232K ﹤0.01% 553

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckingham Strategic Wealth's WWD Position: Q4 2023 in Review

Buckingham Strategic Wealth sold out of Woodward (WWD) in Q4 2023, closing a stake of 2,201 shares — an estimated $273K sold.

Buckingham Strategic Wealth first reported a position in WWD in Q2 2022 and held it in 5 quarters. The position peaked at $273K in Q3 2023. 416 funds tracked by Wall St. Rank hold WWD as of Q4 2023.

  • Buckingham Strategic Wealth reported no remaining Woodward position as of Q4 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,201 Woodward shares in Q4 2023, an estimated $273K.
  • Buckingham Strategic Wealth first reported a position in Woodward in Q2 2022 and held it in 5 quarters.
  • Buckingham Strategic Wealth's Woodward position peaked at $273K in Q3 2023.
  • 416 funds tracked by Wall St. Rank held Woodward as of Q4 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.