Independent Advisor Alliance’s Woodward WWD Stock Holding History

Independent Advisor Alliance’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 Q4	–	Sell	-2,311	Closed	-$262K	–	711
2021 Q3	$262K	Sell	2,311 -763	-25%	-$90.6K	0.01%	522
2021 Q2	$378K	Hold	3,074	–	–	0.02%	451
2021 Q1	$371K	Hold	3,074	–	–	0.02%	437
2020 Q4	$374K	Buy	3,074 +43	+1%	+$4.36K	0.03%	405
2020 Q3	$243K	Hold	3,031	–	–	0.02%	422
2020 Q2	$235K	Buy	+3,031	New	+$198K	0.03%	407
2020 Q1	–	Sell	-3,031	Closed	-$359K	–	874
2019 Q4	$359K	Hold	3,031	–	–	0.02%	627
2019 Q3	$327K	Buy	+3,031	New	+$333K	0.04%	317

Other funds holding WWD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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) New York $29.8B AUM 12.13% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Advisor Alliance's WWD Position: Q4 2021 in Review

Independent Advisor Alliance sold out of Woodward (WWD) in Q4 2021, closing a stake of 2,311 shares — an estimated $262K sold.

Independent Advisor Alliance first reported a position in WWD in Q3 2019 and held it in 8 quarters. The position peaked at $378K in Q2 2021. 338 funds tracked by Wall St. Rank hold WWD as of Q4 2021.

Independent Advisor Alliance reported no remaining Woodward position as of Q4 2021 after selling out during the quarter.
Independent Advisor Alliance sold 2,311 Woodward shares in Q4 2021, an estimated $262K.
Independent Advisor Alliance first reported a position in Woodward in Q3 2019 and held it in 8 quarters.
Independent Advisor Alliance's Woodward position peaked at $378K in Q2 2021.
338 funds tracked by Wall St. Rank held Woodward as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.