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Simplicity Wealth’s Woodward WWD Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-1,385
Closed -$242K – 1232
2024
Q2 		$242K Buy
+1,385
New +$236K 0.01% 1031

Other funds holding WWD

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Simplicity Wealth's WWD Position: Q3 2024 in Review

Simplicity Wealth sold out of Woodward (WWD) in Q3 2024, closing a stake of 1,385 shares — an estimated $242K sold.

Simplicity Wealth first reported a position in WWD in Q2 2024 and held it in 1 quarter. The position peaked at $242K in Q2 2024. 440 funds tracked by Wall St. Rank hold WWD as of Q3 2024.

  • Simplicity Wealth reported no remaining Woodward position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 1,385 Woodward shares in Q3 2024, an estimated $242K.
  • Simplicity Wealth first reported a position in Woodward in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Woodward position peaked at $242K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Woodward as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.