PCS
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Personal CFO Solutions’s Woodward WWD Stock Holding History

Personal CFO Solutions’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
-1,737
Closed -$289K – 496
2024
Q4 		$289K Buy
+1,737
New +$297K 0.06% 336

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

Personal CFO Solutions's WWD Position: Q1 2025 in Review

Personal CFO Solutions sold out of Woodward (WWD) in Q1 2025, closing a stake of 1,737 shares — an estimated $289K sold.

Personal CFO Solutions first reported a position in WWD in Q4 2024 and held it in 1 quarter. The position peaked at $289K in Q4 2024. 479 funds tracked by Wall St. Rank hold WWD as of Q1 2025.

  • Personal CFO Solutions reported no remaining Woodward position as of Q1 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 1,737 Woodward shares in Q1 2025, an estimated $289K.
  • Personal CFO Solutions first reported a position in Woodward in Q4 2024 and held it in 1 quarter.
  • Personal CFO Solutions's Woodward position peaked at $289K in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Woodward as of Q1 2025.

Based on Personal CFO Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.