FWM
WWD icon

Focused Wealth Management’s Woodward WWD Stock Holding History

Focused 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
-49
Closed -$6.67K – 983
2023
Q4 		$6.67K Buy
+49
New +$6.41K ﹤0.01% 619

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

Focused Wealth Management's WWD Position: Q1 2024 in Review

Focused Wealth Management sold out of Woodward (WWD) in Q1 2024, closing a stake of 49 shares — an estimated $6.67K sold.

Focused Wealth Management first reported a position in WWD in Q4 2023 and held it in 1 quarter. The position peaked at $6.67K in Q4 2023. 429 funds tracked by Wall St. Rank hold WWD as of Q1 2024.

  • Focused Wealth Management reported no remaining Woodward position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 49 Woodward shares in Q1 2024, an estimated $6.67K.
  • Focused Wealth Management first reported a position in Woodward in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Woodward position peaked at $6.67K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Woodward as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.