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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WWD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Woodward (WWD) in Q2 2019, closing a stake of 265 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in WWD in Q4 2015 and held it in 14 quarters. The position peaked at $67K in Q3 2018. 363 funds tracked by Wall St. Rank hold WWD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Woodward position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 265 Woodward shares in Q2 2019, an estimated $25K.
  • Wealthspire Advisors (Maryland) first reported a position in Woodward in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Woodward position peaked at $67K in Q3 2018.
  • 363 funds tracked by Wall St. Rank held Woodward as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.