ERWM
WWD icon

Elk River Wealth Management’s Woodward WWD Stock Holding History

Elk River 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
Q1 		– Sell
-10,528
Closed -$1.43M – 116
2023
Q4 		$1.43M Buy
10,528
+16
+0.2% +$2.09K 0.28% 49
2023
Q3 		$1.31M Buy
10,512
+18
+0.2% +$2.25K 0.29% 48
2023
Q2 		$1.25M Buy
+10,494
New +$1.11M 0.27% 49

Other funds holding WWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Elk River Wealth Management's WWD Position: Q1 2024 in Review

Elk River Wealth Management sold out of Woodward (WWD) in Q1 2024, closing a stake of 10,528 shares — an estimated $1.43M sold.

Elk River Wealth Management first reported a position in WWD in Q2 2023 and held it in 3 quarters. The position peaked at $1.43M in Q4 2023. 429 funds tracked by Wall St. Rank hold WWD as of Q1 2024.

  • Elk River Wealth Management reported no remaining Woodward position as of Q1 2024 after selling out during the quarter.
  • Elk River Wealth Management sold 10,528 Woodward shares in Q1 2024, an estimated $1.43M.
  • Elk River Wealth Management first reported a position in Woodward in Q2 2023 and held it in 3 quarters.
  • Elk River Wealth Management's Woodward position peaked at $1.43M in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Woodward as of Q1 2024.

Based on Elk River Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.