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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 – 2282
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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return