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Jackson Grant Investment Advisers’s Woodward WWD Stock Holding History

Jackson Grant Investment Advisers’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
2023
Q2 		– Sell
-156
Closed -$15.2K – 476
2023
Q1 		$15.2K Hold
156
– – 0.01% 275
2022
Q4 		$15.1K Hold
156
– – 0.01% 277
2022
Q3 		$13K Hold
156
– – 0.01% 289
2022
Q2 		$14K Hold
156
– – 0.01% 297
2022
Q1 		$19K Buy
+156
New +$18.3K 0.01% 290
2021
Q4 		– Sell
-156
Closed -$18K – 349
2021
Q3 		$18K Hold
156
– – 0.01% 299
2021
Q2 		$19K Hold
156
– – 0.01% 304
2021
Q1 		$19K Hold
156
– – 0.01% 296
2020
Q4 		$19K Buy
+156
New +$15.8K 0.01% 265

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Grant Investment Advisers's WWD Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Woodward (WWD) in Q2 2023, closing a stake of 156 shares — an estimated $15.2K sold.

Jackson Grant Investment Advisers first reported a position in WWD in Q4 2020 and held it in 9 quarters. The position peaked at $19K in Q1 2022. 348 funds tracked by Wall St. Rank hold WWD as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining Woodward position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 156 Woodward shares in Q2 2023, an estimated $15.2K.
  • Jackson Grant Investment Advisers first reported a position in Woodward in Q4 2020 and held it in 9 quarters.
  • Jackson Grant Investment Advisers's Woodward position peaked at $19K in Q1 2022.
  • 348 funds tracked by Wall St. Rank held Woodward as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.