HAG
WWD icon

HighPoint Advisor Group’s Woodward WWD Stock Holding History

HighPoint Advisor Group’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
Q3 		$333K Buy
2,938
+3
+0.1% +$356 0.03% 376
2021
Q2 		$361K Buy
2,935
+4
+0.1% +$492 0.04% 363
2021
Q1 		$360K Buy
2,931
+4
+0.1% +$477 0.04% 336
2020
Q4 		$338K Buy
2,927
+2
+0.1% +$203 0.04% 329
2020
Q3 		$262K Sell
2,925
-51
-2% -$4.1K 0.05% 296
2020
Q2 		$226K Buy
+2,976
New +$194K 0.05% 295
2020
Q1 		– Sell
-3,052
Closed -$377K – 403
2019
Q4 		$377K Buy
3,052
+4
+0.1% +$451 0.08% 219
2019
Q3 		$339K Buy
3,048
+144
+5% +$15.8K 0.07% 224
2019
Q2 		$336K Buy
+2,904
New +$311K 0.08% 222
2018
Q4 		– Sell
-2,856
Closed -$218K – 357
2018
Q3 		$218K Buy
+2,856
New +$229K 0.06% 286
2018
Q2 		– Sell
-5,916
Closed -$234K – 345
2018
Q1 		$234K Buy
5,916
+2,975
+101% +$224K 0.06% 280
2017
Q4 		$206K Buy
2,941
+5
+0.2% +$390 0.06% 274
2017
Q3 		$230K Sell
2,936
-396
-12% -$27.9K 0.07% 243
2017
Q2 		$233K Hold
3,332
– – 0.08% 241
2017
Q1 		$233K Buy
3,332
+183
+6% +$12.7K 0.08% 241
2016
Q4 		$227K Buy
3,149
+4
+0.1% +$259 0.07% 248
2016
Q3 		$212K Buy
+3,145
New +$189K 0.07% 248
2016
Q2 		– Sell
-2,783
Closed -$153K – 296
2016
Q1 		$153K Buy
+2,783
New +$133K 0.09% 207

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return