Planned Solutions’s Woodward WWD Stock Holding History

Planned 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
2021 Q1	–	Sell	-400	Closed	-$49K	–	417
2020 Q4	$49K	Buy	+400	New	+$40.6K	0.04%	204

Other funds holding WWD

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Planned Solutions's WWD Position: Q1 2021 in Review

Planned Solutions sold out of Woodward (WWD) in Q1 2021, closing a stake of 400 shares — an estimated $49K sold.

Planned Solutions first reported a position in WWD in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 337 funds tracked by Wall St. Rank hold WWD as of Q1 2021.

Planned Solutions reported no remaining Woodward position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 400 Woodward shares in Q1 2021, an estimated $49K.
Planned Solutions first reported a position in Woodward in Q4 2020 and held it in 1 quarter.
Planned Solutions's Woodward position peaked at $49K in Q4 2020.
337 funds tracked by Wall St. Rank held Woodward as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.