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Optimum Investment Advisors’s Woodward WWD Stock Holding History

Optimum Investment 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
2020
Q1 		– Sell
-500
Closed -$59K – 959
2019
Q4 		$59K Buy
+500
New +$56.4K 0.02% 487

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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optimum Investment Advisors's WWD Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Woodward (WWD) in Q1 2020, closing a stake of 500 shares — an estimated $59K sold.

Optimum Investment Advisors first reported a position in WWD in Q4 2019 and held it in 1 quarter. The position peaked at $59K in Q4 2019. 332 funds tracked by Wall St. Rank hold WWD as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Woodward position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Woodward shares in Q1 2020, an estimated $59K.
  • Optimum Investment Advisors first reported a position in Woodward in Q4 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Woodward position peaked at $59K in Q4 2019.
  • 332 funds tracked by Wall St. Rank held Woodward as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.