Annapolis Financial Services’s Woodside Energy WDS Stock Holding History

Annapolis Financial Services’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
2023 Q4	–	Sell	-26	Closed	-$606	–	505
2023 Q3	$606	Hold	26	–	–	﹤0.01%	464
2023 Q2	$603	Hold	26	–	–	﹤0.01%	471
2023 Q1	$584	Hold	26	–	–	﹤0.01%	432
2022 Q4	$629	Hold	26	–	–	﹤0.01%	412
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	497
2022 Q2	$1K	Buy	+26	New	+$589	﹤0.01%	427

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Annapolis Financial Services's WDS Position: Q4 2023 in Review

Annapolis Financial Services sold out of Woodside Energy (WDS) in Q4 2023, closing a stake of 26 shares — an estimated $606 sold.

Annapolis Financial Services first reported a position in WDS in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 310 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

Annapolis Financial Services reported no remaining Woodside Energy position as of Q4 2023 after selling out during the quarter.
Annapolis Financial Services sold 26 Woodside Energy shares in Q4 2023, an estimated $606.
Annapolis Financial Services first reported a position in Woodside Energy in Q2 2022 and held it in 6 quarters.
Annapolis Financial Services's Woodside Energy position peaked at $1K in Q3 2022.
310 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on Annapolis Financial Services's 13F filing for Q4 2023, filed 1 Feb 2024.