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VisionPoint Advisory Group’s Woodward WWD Stock Holding History

VisionPoint Advisory Group’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
-3
Closed -$462 – 886
2024
Q1 		$462 Buy
+3
New +$422 ﹤0.01% 749

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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
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

VisionPoint Advisory Group's WWD Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Woodward (WWD) in Q2 2024, closing a stake of 3 shares — an estimated $462 sold.

VisionPoint Advisory Group first reported a position in WWD in Q1 2024 and held it in 1 quarter. The position peaked at $462 in Q1 2024. 468 funds tracked by Wall St. Rank hold WWD as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining Woodward position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3 Woodward shares in Q2 2024, an estimated $462.
  • VisionPoint Advisory Group first reported a position in Woodward in Q1 2024 and held it in 1 quarter.
  • VisionPoint Advisory Group's Woodward position peaked at $462 in Q1 2024.
  • 468 funds tracked by Wall St. Rank held Woodward as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.