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LGT Financial Advisors’s Woodward WWD Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-74
Closed -$12.3K – 736
2024
Q4 		$12.3K Hold
74
– – 0.03% 403
2024
Q3 		$12.7K Sell
74
-21
-22% -$3.5K 0.03% 369
2024
Q2 		$16.6K Buy
+95
New +$16.2K 0.03% 356

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
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's WWD Position: Q1 2025 in Review

LGT Financial Advisors sold out of Woodward (WWD) in Q1 2025, closing a stake of 74 shares — an estimated $12.3K sold.

LGT Financial Advisors first reported a position in WWD in Q2 2024 and held it in 3 quarters. The position peaked at $16.6K in Q2 2024. 479 funds tracked by Wall St. Rank hold WWD as of Q1 2025.

  • LGT Financial Advisors reported no remaining Woodward position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 74 Woodward shares in Q1 2025, an estimated $12.3K.
  • LGT Financial Advisors first reported a position in Woodward in Q2 2024 and held it in 3 quarters.
  • LGT Financial Advisors's Woodward position peaked at $16.6K in Q2 2024.
  • 479 funds tracked by Wall St. Rank held Woodward as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.