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Advisornet Financial’s Woodside Energy WDS Stock Holding History

Advisornet Financial’s Portfolio WDS Stock Details WDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-960
Closed -$16.6K – 2278
2024
Q3 		$16.6K Hold
960
– – ﹤0.01% 1275
2024
Q2 		$18.1K Buy
960
+699
+268% +$13K ﹤0.01% 1130
2024
Q1 		$5.21K Buy
261
+23
+10% +$465 ﹤0.01% 1426
2023
Q4 		$5.02K Buy
238
+22
+10% +$468 ﹤0.01% 1485
2023
Q3 		$5.03K Hold
216
– – ﹤0.01% 1418
2023
Q2 		$5.01K Hold
216
– – ﹤0.01% 1500
2023
Q1 		$4.84K Sell
216
-135
-38% -$3.24K ﹤0.01% 1496
2022
Q4 		$8.5K Hold
351
– – ﹤0.01% 1340
2022
Q3 		$7K Buy
+351
New +$7.74K ﹤0.01% 1452

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisornet Financial's WDS Position: Q4 2024 in Review

Advisornet Financial sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 960 shares — an estimated $16.6K sold.

Advisornet Financial first reported a position in WDS in Q3 2022 and held it in 9 quarters. The position peaked at $18.1K in Q2 2024. 274 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

  • Advisornet Financial reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 960 Woodside Energy shares in Q4 2024, an estimated $16.6K.
  • Advisornet Financial first reported a position in Woodside Energy in Q3 2022 and held it in 9 quarters.
  • Advisornet Financial's Woodside Energy position peaked at $18.1K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.