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Carolinas Wealth Consulting’s Woodward WWD Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-29
Closed -$2K – 1041
2020
Q3 		$2K Buy
+29
New +$2.33K ﹤0.01% 760

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

Carolinas Wealth Consulting's WWD Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Woodward (WWD) in Q4 2020, closing a stake of 29 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in WWD in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 339 funds tracked by Wall St. Rank hold WWD as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Woodward position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 29 Woodward shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Woodward in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Woodward position peaked at $2K in Q3 2020.
  • 339 funds tracked by Wall St. Rank held Woodward as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.