Fiduciary Planning’s Woodward WWD Stock Holding History

Fiduciary Planning’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	-29	Closed	-$2K	–	261
2020 Q3	$2K	Buy	+29	New	+$2.33K	﹤0.01%	167

Other funds holding WWD

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

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

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

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

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

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

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

Fiduciary Planning's WWD Position: Q4 2020 in Review

Fiduciary Planning sold out of Woodward (WWD) in Q4 2020, closing a stake of 29 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in WWD in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 339 funds tracked by Wall St. Rank hold WWD as of Q4 2020.

Fiduciary Planning reported no remaining Woodward position as of Q4 2020 after selling out during the quarter.
Fiduciary Planning sold 29 Woodward shares in Q4 2020, an estimated $2K.
Fiduciary Planning first reported a position in Woodward in Q3 2020 and held it in 1 quarter.
Fiduciary Planning's Woodward position peaked at $2K in Q3 2020.
339 funds tracked by Wall St. Rank held Woodward as of Q4 2020.

Based on Fiduciary Planning's 13F filing for Q4 2020, filed 10 Feb 2021.