JP Morgan Private Wealth Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $475K | Sell |
3,823
-90
| -2% | -$11.2K | ﹤0.01% | 1266 |
|
|
2023
Q2 | $465K | Sell |
3,913
-5,061
| -56% | -$536K | ﹤0.01% | 1068 |
|
|
2023
Q1 | $874K | Sell |
8,974
-2,047
| -19% | -$206K | ﹤0.01% | 1227 |
|
|
2022
Q4 | $1.06M | Buy |
11,021
+2,536
| +30% | +$234K | ﹤0.01% | 1115 |
|
|
2022
Q3 | $681K | Sell |
8,485
-426
| -5% | -$40.2K | ﹤0.01% | 1328 |
|
|
2022
Q2 | $824K | Sell |
8,911
-988
| -10% | -$103K | ﹤0.01% | 1231 |
|
|
2022
Q1 | $1.24M | Buy |
9,899
+1,319
| +15% | +$155K | ﹤0.01% | 1110 |
|
|
2021
Q4 | $939K | Sell |
8,580
-18,248
| -68% | -$2.05M | ﹤0.01% | 1276 |
|
|
2021
Q3 | $3.04M | Sell |
26,828
-367
| -1% | -$43.6K | 0.01% | 735 |
|
|
2021
Q2 | $3.34M | Sell |
27,195
-6,139
| -18% | -$756K | 0.01% | 698 |
|
|
2021
Q1 | $4.02M | Sell |
33,334
-2,065
| -6% | -$246K | 0.01% | 565 |
|
|
2020
Q4 | $4.3M | Buy |
35,399
+2,967
| +9% | +$301K | 0.01% | 525 |
|
|
2020
Q3 | $2.6M | Buy |
32,432
+6,902
| +27% | +$555K | 0.01% | 580 |
|
|
2020
Q2 | $1.98M | Sell |
25,530
-12,303
| -33% | -$804K | 0.01% | 589 |
|
|
2020
Q1 | $2.25M | Buy |
37,833
+30,169
| +394% | +$3.12M | 0.01% | 513 |
|
|
2019
Q4 | $908K | Buy |
7,664
+933
| +14% | +$105K | ﹤0.01% | 833 |
|
|
2019
Q3 | $726K | Buy |
6,731
+2,111
| +46% | +$232K | ﹤0.01% | 874 |
|
|
2019
Q2 | $523K | Sell |
4,620
-562
| -11% | -$60.2K | ﹤0.01% | 967 |
|
|
2019
Q1 | $492K | Sell |
5,182
-683
| -12% | -$60.4K | ﹤0.01% | 1046 |
|
|
2018
Q4 | $436K | Hold |
5,865
| – | – | ﹤0.01% | 1024 |
|
|
2018
Q3 | $474K | Sell |
5,865
-108
| -2% | -$8.68K | ﹤0.01% | 1095 |
|
|
2018
Q2 | $459K | Buy |
5,973
+123
| +2% | +$9.24K | ﹤0.01% | 1034 |
|
|
2018
Q1 | $419K | Buy |
5,850
+122
| +2% | +$9.19K | ﹤0.01% | 928 |
|
|
2017
Q4 | $438K | Sell |
5,728
-982
| -15% | -$76.6K | ﹤0.01% | 913 |
|
|
2017
Q3 | $521K | Buy |
6,710
+470
| +8% | +$33.1K | ﹤0.01% | 827 |
|
|
2017
Q2 | $422K | Sell |
6,240
-1,124
| -15% | -$76.7K | ﹤0.01% | 889 |
|
|
2017
Q1 | $500K | Buy |
7,364
+190
| +3% | +$13.1K | ﹤0.01% | 855 |
|
|
2016
Q4 | $495K | Sell |
7,174
-15
| -0.2% | -$970 | ﹤0.01% | 814 |
|
|
2016
Q3 | $450K | Buy |
7,189
+419
| +6% | +$25.2K | ﹤0.01% | 823 |
|
|
2016
Q2 | $390K | Buy |
6,770
+887
| +15% | +$49.1K | ﹤0.01% | 874 |
|
|
2016
Q1 | $306K | Sell |
5,883
-448
| -7% | -$21.4K | ﹤0.01% | 938 |
|
|
2015
Q4 | $314K | Sell |
6,331
-3,680
| -37% | -$174K | ﹤0.01% | 848 |
|
|
2015
Q3 | $407K | Buy |
+10,011
| New | +$473K | 0.01% | 688 |
|
Other funds holding WWD
CB
JP Morgan Private Wealth Advisors's WWD Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its Woodward (WWD) stake by 2.3% in Q3 2023, selling an estimated $11.2K and leaving 3,823 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.
JP Morgan Private Wealth Advisors first reported a position in WWD in Q3 2015 and has held it in 33 quarters since. The position peaked at $4.3M in Q4 2020. 375 funds tracked by Wall St. Rank hold WWD as of Q3 2023.
- JP Morgan Private Wealth Advisors held 3,823 shares of Woodward worth $475K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 90 Woodward shares in Q3 2023, an estimated $11.2K.
- Woodward made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1266 holding.
- JP Morgan Private Wealth Advisors first reported a position in Woodward in Q3 2015 and has held it in 33 quarters since.
- JP Morgan Private Wealth Advisors's Woodward position peaked at $4.3M in Q4 2020.
- 375 funds tracked by Wall St. Rank held Woodward as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.