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TrueWealth LLC’s Woodward WWD Stock Holding History

TrueWealth LLC’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
2020
Q2 		$4K Hold
53
– – ﹤0.01% 590
2020
Q1 		$3K Hold
53
– – ﹤0.01% 625
2019
Q4 		$6K Hold
53
– – ﹤0.01% 553
2019
Q3 		$6K Hold
53
– – ﹤0.01% 548
2019
Q2 		$6K Hold
53
– – ﹤0.01% 549
2019
Q1 		$5K Hold
53
– – ﹤0.01% 583
2018
Q4 		$4K Hold
53
– – ﹤0.01% 598
2018
Q3 		$4K Hold
53
– – ﹤0.01% 662
2018
Q2 		$4K Hold
53
– – ﹤0.01% 669
2018
Q1 		$4K Hold
53
– – ﹤0.01% 632
2017
Q4 		$4K Buy
+53
New +$4.14K ﹤0.01% 730

Other funds holding WWD

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

TrueWealth LLC's WWD Position: Q2 2020 in Review

TrueWealth LLC held its Woodward (WWD) position steady in Q2 2020 at 53 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

TrueWealth LLC first reported a position in WWD in Q4 2017 and has held it in 11 quarters since. The position peaked at $6K in Q4 2019. 312 funds tracked by Wall St. Rank hold WWD as of Q2 2020.

  • TrueWealth LLC held 53 shares of Woodward worth $4K as of Q2 2020.
  • TrueWealth LLC left its Woodward share count unchanged in Q2 2020.
  • Woodward made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #590 holding.
  • TrueWealth LLC first reported a position in Woodward in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's Woodward position peaked at $6K in Q4 2019.
  • 312 funds tracked by Wall St. Rank held Woodward as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.