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Harvest Group Wealth Management’s Woodward WWD Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-3
Closed – – 726
2020
Q4 		$0 Hold
3
– – ﹤0.01% 872
2020
Q3 		$0 Hold
3
– – ﹤0.01% 847
2020
Q2 		$0 Hold
3
– – ﹤0.01% 879
2020
Q1 		$0 Sell
3
-79
-96% -$8.18K ﹤0.01% 1052
2019
Q4 		$9K Hold
82
– – 0.01% 273
2019
Q3 		$9K Hold
82
– – 0.01% 284
2019
Q2 		$9K Hold
82
– – 0.01% 239
2019
Q1 		$8K Buy
+82
New +$7.25K 0.01% 299

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
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Group Wealth Management's WWD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Woodward (WWD) in Q1 2021, closing a stake of 3 shares.

Harvest Group Wealth Management first reported a position in WWD in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q4 2019. 337 funds tracked by Wall St. Rank hold WWD as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Woodward position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 3 Woodward shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Woodward in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Woodward position peaked at $9K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held Woodward as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.