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Paces Ferry Wealth Advisors’s Woodward WWD Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-17
Closed -$1K – 1121
2020
Q3 		$1K Buy
+17
New +$1.37K ﹤0.01% 1007

Other funds holding WWD

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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

Paces Ferry Wealth Advisors's WWD Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Woodward (WWD) in Q4 2020, closing a stake of 17 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in WWD in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 339 funds tracked by Wall St. Rank hold WWD as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Woodward position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 17 Woodward shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Woodward in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Woodward position peaked at $1K in Q3 2020.
  • 339 funds tracked by Wall St. Rank held Woodward as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.