YorkBridge Wealth Partners’s Woodward WWD Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-250	Closed	-$28K	–	656
2019 Q2	$28K	Hold	250	–	–	0.01%	431
2019 Q1	$24K	Hold	250	–	–	0.01%	448
2018 Q4	$19K	Hold	250	–	–	0.01%	478
2018 Q3	$20K	Hold	250	–	–	0.01%	525
2018 Q2	$19K	Hold	250	–	–	0.01%	547
2018 Q1	$19K	Hold	250	–	–	0.01%	546
2017 Q4	$20K	Sell	250 -88	-26%	-$6.87K	0.01%	523
2017 Q3	$26K	Hold	338	–	–	0.01%	464
2017 Q2	$23K	Sell	338 -9	-3%	-$614	0.01%	475
2017 Q1	$23K	Sell	347 -7	-2%	-$484	0.01%	478
2016 Q4	$24K	Buy	+354	New	+$22.9K	0.01%	454

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Fidelity Investments

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

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

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