First Foundation Advisors’s Woodward WWD Stock Holding History

First Foundation 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
2021 Q1	–	Sell	-6,008	Closed	-$730K	–	441
2020 Q4	$730K	Hold	6,008	–	–	0.03%	226
2020 Q3	$482K	Buy	6,008 +7	+0.1%	+$563	0.02%	241
2020 Q2	$465K	Sell	6,001 -11	-0.2%	-$719	0.02%	242
2020 Q1	$357K	Sell	6,012 -12	-0.2%	-$1.24K	0.02%	261
2019 Q4	$713K	Buy	6,024 +23	+0.4%	+$2.6K	0.04%	206
2019 Q3	$647K	Hold	6,001	–	–	0.03%	205
2019 Q2	$679K	Hold	6,001	–	–	0.04%	196
2019 Q1	$569K	Hold	6,001	–	–	0.03%	206
2018 Q4	$446K	Hold	6,001	–	–	0.03%	274
2018 Q3	$485K	Hold	6,001	–	–	0.03%	235
2018 Q2	$461K	Sell	6,001 -360	-6%	-$27K	0.03%	221
2018 Q1	$456K	Buy	+6,361	New	+$479K	0.03%	222

Other funds holding WWD

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Foundation Advisors's WWD Position: Q1 2021 in Review

First Foundation Advisors sold out of Woodward (WWD) in Q1 2021, closing a stake of 6,008 shares — an estimated $730K sold.

First Foundation Advisors first reported a position in WWD in Q1 2018 and held it in 12 quarters. The position peaked at $730K in Q4 2020. 338 funds tracked by Wall St. Rank hold WWD as of Q1 2021.

First Foundation Advisors reported no remaining Woodward position as of Q1 2021 after selling out during the quarter.
First Foundation Advisors sold 6,008 Woodward shares in Q1 2021, an estimated $730K.
First Foundation Advisors first reported a position in Woodward in Q1 2018 and held it in 12 quarters.
First Foundation Advisors's Woodward position peaked at $730K in Q4 2020.
338 funds tracked by Wall St. Rank held Woodward as of Q1 2021.

Based on First Foundation Advisors's 13F filing for Q1 2021, filed 18 May 2021.