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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 – 915
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

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plante Moran Financial Advisors's WWD Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Woodward (WWD) in Q1 2023, closing a stake of 200 shares — an estimated $19.3K sold.

Plante Moran Financial Advisors first reported a position in WWD in Q2 2013 and held it in 7 quarters. The position peaked at $21K in Q3 2022. 331 funds tracked by Wall St. Rank hold WWD as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Woodward position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 Woodward shares in Q1 2023, an estimated $19.3K.
  • Plante Moran Financial Advisors first reported a position in Woodward in Q2 2013 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Woodward position peaked at $21K in Q3 2022.
  • 331 funds tracked by Wall St. Rank held Woodward as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.