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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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

AE Wealth Management's WDS Position: Q1 2024 in Review

AE Wealth Management sold out of Woodside Energy (WDS) in Q1 2024, closing a stake of 9,957 shares — an estimated $206K sold.

AE Wealth Management first reported a position in WDS in Q2 2022 and held it in 5 quarters. The position peaked at $862K in Q4 2022. 303 funds tracked by Wall St. Rank hold WDS as of Q1 2024.

  • AE Wealth Management reported no remaining Woodside Energy position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 9,957 Woodside Energy shares in Q1 2024, an estimated $206K.
  • AE Wealth Management first reported a position in Woodside Energy in Q2 2022 and held it in 5 quarters.
  • AE Wealth Management's Woodside Energy position peaked at $862K in Q4 2022.
  • 303 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.