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CSat Investment Advisory’s Woodward WWD Stock Holding History

CSat Investment Advisory’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
-232
Closed -$19K – 975
2020
Q3 		$19K Buy
232
+29
+14% +$2.33K ﹤0.01% 885
2020
Q2 		$16K Buy
203
+30
+17% +$1.96K ﹤0.01% 909
2020
Q1 		$10K Buy
173
+24
+16% +$2.48K ﹤0.01% 927
2019
Q4 		$18K Buy
149
+27
+22% +$3.05K ﹤0.01% 827
2019
Q3 		$13K Buy
122
+16
+15% +$1.76K ﹤0.01% 845
2019
Q2 		$12K Buy
+106
New +$11.4K ﹤0.01% 829

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 $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSat Investment Advisory's WWD Position: Q4 2020 in Review

CSat Investment Advisory sold out of Woodward (WWD) in Q4 2020, closing a stake of 232 shares — an estimated $19K sold.

CSat Investment Advisory first reported a position in WWD in Q2 2019 and held it in 6 quarters. The position peaked at $19K in Q3 2020. 340 funds tracked by Wall St. Rank hold WWD as of Q4 2020.

  • CSat Investment Advisory reported no remaining Woodward position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 232 Woodward shares in Q4 2020, an estimated $19K.
  • CSat Investment Advisory first reported a position in Woodward in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Woodward position peaked at $19K in Q3 2020.
  • 340 funds tracked by Wall St. Rank held Woodward as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.