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Richardson Financial Services’s Woodward WWD Stock Holding History

Richardson Financial Services’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
2024
Q4 		– Sell
-18
Closed -$3.11K – 657
2024
Q3 		$3.11K Buy
18
+9
+100% +$1.5K ﹤0.01% 476
2024
Q2 		$1.57K Sell
9
-4
-31% -$681 ﹤0.01% 476
2024
Q1 		$2K Buy
+13
New +$1.83K ﹤0.01% 505

Other funds holding WWD

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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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return

Richardson Financial Services's WWD Position: Q4 2024 in Review

Richardson Financial Services sold out of Woodward (WWD) in Q4 2024, closing a stake of 18 shares — an estimated $3.11K sold.

Richardson Financial Services first reported a position in WWD in Q1 2024 and held it in 3 quarters. The position peaked at $3.11K in Q3 2024. 476 funds tracked by Wall St. Rank hold WWD as of Q4 2024.

  • Richardson Financial Services reported no remaining Woodward position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 18 Woodward shares in Q4 2024, an estimated $3.11K.
  • Richardson Financial Services first reported a position in Woodward in Q1 2024 and held it in 3 quarters.
  • Richardson Financial Services's Woodward position peaked at $3.11K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held Woodward as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.