SWM
WWD icon

SeaCrest Wealth Management’s Woodward WWD Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-300
Closed -$28K – 1543
2022
Q2 		$28K Buy
+300
New +$31.2K ﹤0.01% 1366
2019
Q2 		– Sell
-300
Closed -$28K – 1862
2019
Q1 		$28K Buy
+300
New +$26.5K ﹤0.01% 1151

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SeaCrest Wealth Management's WWD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Woodward (WWD) in Q3 2022, closing a stake of 300 shares — an estimated $28K sold.

SeaCrest Wealth Management first reported a position in WWD in Q1 2019 and held it in 2 quarters. The position peaked at $28K in Q2 2022. 305 funds tracked by Wall St. Rank hold WWD as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Woodward position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 300 Woodward shares in Q3 2022, an estimated $28K.
  • SeaCrest Wealth Management first reported a position in Woodward in Q1 2019 and held it in 2 quarters.
  • SeaCrest Wealth Management's Woodward position peaked at $28K in Q2 2022.
  • 305 funds tracked by Wall St. Rank held Woodward as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.