KWA
WWD icon

Kingswood Wealth Advisors’s Woodward WWD Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-3,458
Closed -$593K – 904
2024
Q3 		$593K Hold
3,458
– – 0.04% 413
2024
Q2 		$603K Hold
3,458
– – 0.05% 341
2024
Q1 		$533K Hold
3,458
– – 0.06% 331
2023
Q4 		$471K Sell
3,458
-67
-2% -$8.76K 0.05% 359
2023
Q3 		$438K Buy
+3,525
New +$440K 0.07% 273

Other funds holding WWD

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

Kingswood Wealth Advisors's WWD Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Woodward (WWD) in Q4 2024, closing a stake of 3,458 shares — an estimated $593K sold.

Kingswood Wealth Advisors first reported a position in WWD in Q3 2023 and held it in 5 quarters. The position peaked at $603K in Q2 2024. 476 funds tracked by Wall St. Rank hold WWD as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Woodward position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,458 Woodward shares in Q4 2024, an estimated $593K.
  • Kingswood Wealth Advisors first reported a position in Woodward in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Woodward position peaked at $603K in Q2 2024.
  • 476 funds tracked by Wall St. Rank held Woodward as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.