AWM
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AE Wealth Management’s Woodside Energy WDS Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-9,957
Closed -$206K – 1990
2023
Q4 		$206K Buy
+9,957
New +$212K ﹤0.01% 1879
2023
Q3 		– Sell
-25,053
Closed -$581K – 2081
2023
Q2 		$581K Sell
25,053
-12,142
-33% -$278K ﹤0.01% 1309
2023
Q1 		$834K Buy
37,195
+1,577
+4% +$37.9K 0.01% 1115
2022
Q4 		$862K Buy
+35,618
New +$845K 0.01% 1046
2022
Q3 		– Sell
-20,820
Closed -$449K – 1888
2022
Q2 		$449K Buy
+20,820
New +$472K ﹤0.01% 1255

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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