Wealthspire Advisors (Maryland)’s Woodward WWD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-265	Closed	-$25K	–	2070
2019 Q1	$25K	Sell	265 -46	-15%	-$4.07K	﹤0.01%	1193
2018 Q4	$23K	Sell	311 -514	-62%	-$39.7K	﹤0.01%	1157
2018 Q3	$67K	Buy	825 +3	+0.4%	+$241	0.01%	861
2018 Q2	$63K	Buy	822 +16	+2%	+$1.2K	0.01%	898
2018 Q1	$58K	Buy	806 +69	+9%	+$5.2K	0.01%	924
2017 Q4	$56K	Buy	737 +436	+145%	+$34K	0.01%	959
2017 Q3	$23K	Buy	301 +34	+13%	+$2.4K	﹤0.01%	1258
2017 Q2	$18K	Buy	267 +3	+1%	+$205	﹤0.01%	1313
2017 Q1	$18K	Sell	264 -2	-0.8%	-$138	﹤0.01%	1130
2016 Q4	$18K	Sell	266 -294	-53%	-$19K	﹤0.01%	1058
2016 Q3	$35K	Buy	560 +46	+9%	+$2.77K	0.01%	884
2016 Q2	$30K	Buy	514 +90	+21%	+$4.98K	0.01%	872
2016 Q1	$22K	Sell	424 -194	-31%	-$9.26K	﹤0.01%	948
2015 Q4	$31K	Buy	+618	New	+$29.2K	0.01%	832

Other funds holding WWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return