NFG
WWD icon

Next Financial Group’s Woodward WWD Stock Holding History

Next Financial Group’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 		$6K Sell
59
-9
-13% -$1.01K ﹤0.01% 2384
2021
Q3 		$8K Buy
68
+12
+21% +$1.43K ﹤0.01% 2113
2021
Q2 		$7K Buy
56
+3
+6% +$369 ﹤0.01% 2115
2021
Q1 		$7K Hold
53
– – ﹤0.01% 2016
2020
Q4 		$7K Buy
53
+21
+66% +$2.13K ﹤0.01% 1907
2020
Q3 		$3K Buy
+32
New +$2.57K ﹤0.01% 1994

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

Next Financial Group's WWD Position: Q4 2021 in Review

Next Financial Group reduced its Woodward (WWD) stake by 13% in Q4 2021, selling an estimated $1.01K and leaving 59 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2384.

Next Financial Group first reported a position in WWD in Q3 2020 and has held it in 6 quarters since. The position peaked at $8K in Q3 2021. 338 funds tracked by Wall St. Rank hold WWD as of Q4 2021.

  • Next Financial Group held 59 shares of Woodward worth $6K as of Q4 2021.
  • Next Financial Group sold 9 Woodward shares in Q4 2021, an estimated $1.01K.
  • Woodward made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2384 holding.
  • Next Financial Group first reported a position in Woodward in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Woodward position peaked at $8K in Q3 2021.
  • 338 funds tracked by Wall St. Rank held Woodward as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.