Lenox Wealth Advisors’s Woodward WWD Stock Holding History

Lenox 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
2022 Q1	$10K	Hold	90	–	–	﹤0.01%	491
2021 Q4	$10K	Hold	90	–	–	﹤0.01%	519
2021 Q3	$10K	Hold	90	–	–	﹤0.01%	476
2021 Q2	$11K	Buy	+90	New	+$11.1K	﹤0.01%	469
2018 Q3	–	Sell	-119	Closed	-$9K	–	527
2018 Q2	$9K	Sell	119 -40	-25%	-$3K	﹤0.01%	390
2018 Q1	$11K	Buy	159 +127	+397%	+$9.56K	﹤0.01%	355
2017 Q4	$2K	Buy	+32	New	+$2.5K	﹤0.01%	353
2014 Q1	–	Sell	-40	Closed	-$2K	–	341
2013 Q4	$2K	Hold	40	–	–	﹤0.01%	327
2013 Q3	$2K	Buy	+40	New	+$1.64K	﹤0.01%	241

Other funds holding WWD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Lenox Wealth Advisors's WWD Position: Q1 2022 in Review

Lenox Wealth Advisors held its Woodward (WWD) position steady in Q1 2022 at 90 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Lenox Wealth Advisors first reported a position in WWD in Q3 2013 and has held it in 9 quarters since. The position peaked at $11K in Q2 2021. 331 funds tracked by Wall St. Rank hold WWD as of Q1 2022.

Lenox Wealth Advisors held 90 shares of Woodward worth $10K as of Q1 2022.
Lenox Wealth Advisors left its Woodward share count unchanged in Q1 2022.
Woodward made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #491 holding.
Lenox Wealth Advisors first reported a position in Woodward in Q3 2013 and has held it in 9 quarters since.
Lenox Wealth Advisors's Woodward position peaked at $11K in Q2 2021.
331 funds tracked by Wall St. Rank held Woodward as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.