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TFO Wealth Partners’s Woodward WWD Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$308 – 764
2024
Q1 		$308 Hold
2
– – ﹤0.01% 393
2023
Q4 		$272 Hold
2
– – ﹤0.01% 545
2023
Q3 		$238 Hold
2
– – ﹤0.01% 742
2023
Q2 		$238 Hold
2
– – ﹤0.01% 461
2023
Q1 		$195 Buy
2
+1
+100% +$101 ﹤0.01% 485
2022
Q4 		$69 Buy
+1
New +$92 ﹤0.01% 828

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFO Wealth Partners's WWD Position: Q2 2024 in Review

TFO Wealth Partners sold out of Woodward (WWD) in Q2 2024, closing a stake of 2 shares — an estimated $308 sold.

TFO Wealth Partners first reported a position in WWD in Q4 2022 and held it in 6 quarters. The position peaked at $308 in Q1 2024. 468 funds tracked by Wall St. Rank hold WWD as of Q2 2024.

  • TFO Wealth Partners reported no remaining Woodward position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Woodward shares in Q2 2024, an estimated $308.
  • TFO Wealth Partners first reported a position in Woodward in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Woodward position peaked at $308 in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Woodward as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.