Allworth Financial’s Woodside Energy WDS Stock Holding History

Allworth 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
2026 Q1	$92.1K	Sell	3,855 -52	-1%	-$1.01K	﹤0.01%	1884
2025 Q4	$60.9K	Buy	3,907 +633	+19%	+$10.1K	﹤0.01%	2069
2025 Q3	$49.3K	Sell	3,274 -339	-9%	-$5.59K	﹤0.01%	2114
2025 Q2	$55.7K	Buy	3,613 +1,619	+81%	+$22.7K	﹤0.01%	1886
2025 Q1	$25.7K	Sell	1,994 -802	-29%	-$12.2K	﹤0.01%	1926
2024 Q4	$43.8K	Sell	2,796 -193	-6%	-$3.09K	﹤0.01%	1643
2024 Q3	$51.5K	Sell	2,989 -220	-7%	-$3.9K	﹤0.01%	1398
2024 Q2	$61.8K	Buy	3,209 +101	+3%	+$1.88K	﹤0.01%	1281
2024 Q1	$62.1K	Buy	3,108 +1,142	+58%	+$23.1K	﹤0.01%	1216
2023 Q4	$41.5K	Sell	1,966 -387	-16%	-$8.24K	﹤0.01%	1265
2023 Q3	$54.8K	Sell	2,353 -12	-0.5%	-$292	﹤0.01%	1085
2023 Q2	$54.8K	Buy	2,365 +61	+3%	+$1.4K	﹤0.01%	1098
2023 Q1	$51.7K	Buy	2,304 +366	+19%	+$8.79K	﹤0.01%	1060
2022 Q4	$46.9K	Buy	1,938 +16	+0.8%	+$379	﹤0.01%	1035
2022 Q3	$39K	Buy	1,922 +149	+8%	+$3.29K	﹤0.01%	1051
2022 Q2	$38K	Buy	+1,773	New	+$40.2K	﹤0.01%	996

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return