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Valeo Financial Advisors’s Woodward WWD Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-25
Closed -$3K – 1851
2021
Q1 		$3K Hold
25
– – ﹤0.01% 1736
2020
Q4 		$3K Hold
25
– – ﹤0.01% 1484
2020
Q3 		$2K Sell
25
-24
-49% -$1.93K ﹤0.01% 1441
2020
Q2 		$4K Buy
49
+24
+96% +$1.57K ﹤0.01% 1633
2020
Q1 		$2K Buy
25
+3
+14% +$311 ﹤0.01% 1588
2019
Q4 		$3K Hold
22
– – ﹤0.01% 1419
2019
Q3 		$2K Hold
22
– – ﹤0.01% 1418
2019
Q2 		$2K Buy
+22
New +$2.36K ﹤0.01% 1440

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
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's WWD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Woodward (WWD) in Q2 2021, closing a stake of 25 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in WWD in Q2 2019 and held it in 8 quarters. The position peaked at $4K in Q2 2020. 340 funds tracked by Wall St. Rank hold WWD as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Woodward position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Woodward shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Woodward in Q2 2019 and held it in 8 quarters.
  • Valeo Financial Advisors's Woodward position peaked at $4K in Q2 2020.
  • 340 funds tracked by Wall St. Rank held Woodward as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.