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IAG Wealth Partners’s Woodward WWD Stock Holding History

IAG Wealth Partners’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
Q3 		– Sell
-11
Closed -$1K – 437
2020
Q2 		$1K Hold
11
– – ﹤0.01% 413
2020
Q1 		$1K Hold
11
– – ﹤0.01% 411
2019
Q4 		$2K Buy
+11
New +$1.24K ﹤0.01% 398

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

IAG Wealth Partners's WWD Position: Q3 2020 in Review

IAG Wealth Partners sold out of Woodward (WWD) in Q3 2020, closing a stake of 11 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in WWD in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 307 funds tracked by Wall St. Rank hold WWD as of Q3 2020.

  • IAG Wealth Partners reported no remaining Woodward position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 11 Woodward shares in Q3 2020, an estimated $1K.
  • IAG Wealth Partners first reported a position in Woodward in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's Woodward position peaked at $2K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held Woodward as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.