Crewe Advisors’s Woodward WWD Stock Holding History

Crewe Advisors’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 Q1	–	Sell	-29	Closed	-$2.8K	–	1044
2022 Q4	$2.8K	Hold	29	–	–	﹤0.01%	780
2022 Q3	$2K	Hold	29	–	–	﹤0.01%	1092
2022 Q2	$3K	Buy	+29	New	+$3.02K	﹤0.01%	937

Other funds holding WWD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors's WWD Position: Q1 2023 in Review

Crewe Advisors sold out of Woodward (WWD) in Q1 2023, closing a stake of 29 shares — an estimated $2.8K sold.

Crewe Advisors first reported a position in WWD in Q2 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 330 funds tracked by Wall St. Rank hold WWD as of Q1 2023.

Crewe Advisors reported no remaining Woodward position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 29 Woodward shares in Q1 2023, an estimated $2.8K.
Crewe Advisors first reported a position in Woodward in Q2 2022 and held it in 3 quarters.
Crewe Advisors's Woodward position peaked at $3K in Q2 2022.
330 funds tracked by Wall St. Rank held Woodward as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.