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Carroll Financial Associates’s Woodward WWD Stock Holding History

Carroll Financial Associates’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
Q4 		– Sell
-3
Closed – – 1970
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1968
2021
Q2 		$0 Sell
3
-19
-86% -$2.34K ﹤0.01% 1868
2021
Q1 		$2K Buy
22
+1
+5% +$119 ﹤0.01% 1527
2020
Q4 		$2K Hold
21
– – ﹤0.01% 1416
2020
Q3 		$1K Hold
21
– – ﹤0.01% 1454
2020
Q2 		$1K Buy
+21
New +$1.37K ﹤0.01% 1474

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Eagle Capital Management (New York)
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CB
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carroll Financial Associates's WWD Position: Q4 2021 in Review

Carroll Financial Associates sold out of Woodward (WWD) in Q4 2021, closing a stake of 3 shares.

Carroll Financial Associates first reported a position in WWD in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2021. 339 funds tracked by Wall St. Rank hold WWD as of Q4 2021.

  • Carroll Financial Associates reported no remaining Woodward position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 3 Woodward shares in Q4 2021.
  • Carroll Financial Associates first reported a position in Woodward in Q2 2020 and held it in 6 quarters.
  • Carroll Financial Associates's Woodward position peaked at $2K in Q1 2021.
  • 339 funds tracked by Wall St. Rank held Woodward as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.