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Liberty Wealth Management’s Woodward WWD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-38
Closed -$4K – 1115
2021
Q3 		$4K Buy
38
+19
+100% +$2.26K ﹤0.01% 993
2021
Q2 		$2K Hold
19
– – ﹤0.01% 950
2021
Q1 		$2K Hold
19
– – ﹤0.01% 839
2020
Q4 		$2K Buy
+19
New +$1.93K ﹤0.01% 836
2019
Q3 		– Sell
-37
Closed -$4K – 997
2019
Q2 		$4K Buy
+37
New +$3.96K ﹤0.01% 707

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's WWD Position: Q4 2021 in Review

Liberty Wealth Management sold out of Woodward (WWD) in Q4 2021, closing a stake of 38 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in WWD in Q2 2019 and held it in 5 quarters. The position peaked at $4K in Q3 2021. 338 funds tracked by Wall St. Rank hold WWD as of Q4 2021.

  • Liberty Wealth Management reported no remaining Woodward position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 38 Woodward shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Woodward in Q2 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Woodward position peaked at $4K in Q3 2021.
  • 338 funds tracked by Wall St. Rank held Woodward as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.