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Financial Planning & Information Services’s Woodward WWD Stock Holding History

Financial Planning & Information Services’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
Q3 		$225K Hold
1,310
– – 0.03% 82
2024
Q2 		$228K Hold
1,310
– – 0.03% 76
2024
Q1 		$202K Buy
+1,310
New +$184K 0.03% 86

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Financial Planning & Information Services's WWD Position: Q3 2024 in Review

Financial Planning & Information Services held its Woodward (WWD) position steady in Q3 2024 at 1,310 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #82.

Financial Planning & Information Services first reported a position in WWD in Q1 2024 and has held it in 3 quarters since. The position peaked at $228K in Q2 2024. 440 funds tracked by Wall St. Rank hold WWD as of Q3 2024.

  • Financial Planning & Information Services held 1,310 shares of Woodward worth $225K as of Q3 2024.
  • Financial Planning & Information Services left its Woodward share count unchanged in Q3 2024.
  • Woodward made up 0.03% of Financial Planning & Information Services's portfolio in Q3 2024, its #82 holding.
  • Financial Planning & Information Services first reported a position in Woodward in Q1 2024 and has held it in 3 quarters since.
  • Financial Planning & Information Services's Woodward position peaked at $228K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Woodward as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.