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Plante Moran Financial Advisors’s Woodward WWD Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-200
Closed -$19.3K – 960
2022
Q4 		$19.3K Sell
200
-62
-24% -$5.73K ﹤0.01% 471
2022
Q3 		$21K Buy
+262
New +$24.7K ﹤0.01% 455
2019
Q1 		– Sell
-24
Closed -$2K – 961
2018
Q4 		$2K Buy
+24
New +$1.85K ﹤0.01% 758
2014
Q2 		– Sell
-206
Closed -$9K – 856
2014
Q1 		$9K Hold
206
– – 0.01% 391
2013
Q4 		$9K Hold
206
– – 0.01% 478
2013
Q3 		$8K Hold
206
– – ﹤0.01% 426
2013
Q2 		$8K Buy
+206
New +$7.79K 0.01% 386

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Vanguard Group
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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
CB
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return