JFS Wealth Advisors’s Woodward WWD Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$26.4K	Sell	62 -1	-2%	-$379	﹤0.01%	694
2026 Q1	$22.5K	Buy	63 +3	+5%	+$1.08K	﹤0.01%	704
2025 Q4	$18.1K	Buy	60 +16	+36%	+$4.4K	﹤0.01%	773
2025 Q3	$11.1K	Hold	44	–	–	﹤0.01%	867
2025 Q2	$10.8K	Buy	44 +1	+2%	+$205	﹤0.01%	844
2025 Q1	$7.85K	Hold	43	–	–	﹤0.01%	960
2024 Q4	$7.16K	Hold	43	–	–	﹤0.01%	976
2024 Q3	$7.38K	Buy	43 +1	+2%	+$166	﹤0.01%	961
2024 Q2	$7.32K	Hold	42	–	–	﹤0.01%	899
2024 Q1	$6.47K	Hold	42	–	–	﹤0.01%	997
2023 Q4	$5.72K	Buy	42 +1	+2%	+$131	﹤0.01%	1001
2023 Q3	$5.09K	Buy	41 +14	+52%	+$1.75K	﹤0.01%	989
2023 Q2	$3.21K	Hold	27	–	–	﹤0.01%	1202
2023 Q1	$2.63K	Sell	27 -4	-13%	-$402	﹤0.01%	1263
2022 Q4	$3K	Buy	31 +25	+417%	+$2.31K	﹤0.01%	1213
2022 Q3	$0	Sell	6 -16	-73%	-$1.51K	﹤0.01%	1948
2022 Q2	$2K	Sell	22 -11	-33%	-$1.15K	﹤0.01%	1417
2022 Q1	$4K	Buy	33 +21	+175%	+$2.47K	﹤0.01%	1188
2021 Q4	$1K	Buy	+12	New	+$1.35K	﹤0.01%	1623

Other funds holding WWD

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM