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Golden State Wealth Management’s Woodward WWD Stock Holding History

Golden State 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
2020
Q2 		– Sell
-140
Closed -$8K – 928
2020
Q1 		$8K Buy
+140
New +$14.5K ﹤0.01% 669
2019
Q4 		– Sell
-25
Closed -$3K – 976
2019
Q3 		$3K Hold
25
– – ﹤0.01% 946
2019
Q2 		$2K Hold
25
– – ﹤0.01% 1001
2019
Q1 		$2K Buy
+25
New +$2.21K ﹤0.01% 1038

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Golden State Wealth Management's WWD Position: Q2 2020 in Review

Golden State Wealth Management sold out of Woodward (WWD) in Q2 2020, closing a stake of 140 shares — an estimated $8K sold.

Golden State Wealth Management first reported a position in WWD in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q1 2020. 311 funds tracked by Wall St. Rank hold WWD as of Q2 2020.

  • Golden State Wealth Management reported no remaining Woodward position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 140 Woodward shares in Q2 2020, an estimated $8K.
  • Golden State Wealth Management first reported a position in Woodward in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Woodward position peaked at $8K in Q1 2020.
  • 311 funds tracked by Wall St. Rank held Woodward as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.