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CarsonAllaria Wealth Management’s Woodward WWD Stock Holding History

CarsonAllaria Wealth Management’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
Q2 		– Sell
-25
Closed -$3.85K – 422
2024
Q1 		$3.85K Hold
25
– – ﹤0.01% 305
2023
Q4 		$3.4K Buy
+25
New +$3.27K ﹤0.01% 277

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CarsonAllaria Wealth Management's WWD Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of Woodward (WWD) in Q2 2024, closing a stake of 25 shares — an estimated $3.85K sold.

CarsonAllaria Wealth Management first reported a position in WWD in Q4 2023 and held it in 2 quarters. The position peaked at $3.85K in Q1 2024. 468 funds tracked by Wall St. Rank hold WWD as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining Woodward position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 25 Woodward shares in Q2 2024, an estimated $3.85K.
  • CarsonAllaria Wealth Management first reported a position in Woodward in Q4 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Woodward position peaked at $3.85K in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Woodward as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.