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Sutton Wealth Advisors’s Woodward WWD Stock Holding History

Sutton Wealth 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
-1
Closed -$97 – 1580
2022
Q4 		$97 Hold
1
– – ﹤0.01% 1639
2022
Q3 		$80 Sell
1
-5
-83% -$472 ﹤0.01% 1626
2022
Q2 		$555 Hold
6
– – ﹤0.01% 1433
2022
Q1 		$749 Hold
6
– – ﹤0.01% 1411
2021
Q4 		$657 Buy
+6
New +$674 ﹤0.01% 1439

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
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

Sutton Wealth Advisors's WWD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Woodward (WWD) in Q1 2023, closing a stake of 1 share — an estimated $97 sold.

Sutton Wealth Advisors first reported a position in WWD in Q4 2021 and held it in 5 quarters. The position peaked at $749 in Q1 2022. 330 funds tracked by Wall St. Rank hold WWD as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Woodward position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1 Woodward share in Q1 2023, an estimated $97.
  • Sutton Wealth Advisors first reported a position in Woodward in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Woodward position peaked at $749 in Q1 2022.
  • 330 funds tracked by Wall St. Rank held Woodward as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.