CAAS
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Capital Asset Advisory Services’s Woodward WWD Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-42
Closed -$5K – 1520
2020
Q4 		$5K Buy
+42
New +$4.26K ﹤0.01% 1288

Other funds holding WWD

Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Asset Advisory Services's WWD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Woodward (WWD) in Q1 2021, closing a stake of 42 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in WWD in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 337 funds tracked by Wall St. Rank hold WWD as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Woodward position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 42 Woodward shares in Q1 2021, an estimated $5K.
  • Capital Asset Advisory Services first reported a position in Woodward in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Woodward position peaked at $5K in Q4 2020.
  • 337 funds tracked by Wall St. Rank held Woodward as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.