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Atlantic Edge Private Wealth Management’s Woodside Energy WDS Stock Holding History

Atlantic Edge Private 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
Q4 		– Sell
-36
Closed -$621 – 516
2024
Q3 		$621 Hold
36
– – ﹤0.01% 480
2024
Q2 		$678 Hold
36
– – ﹤0.01% 456
2024
Q1 		$719 Hold
36
– – ﹤0.01% 464
2023
Q4 		$760 Buy
+36
New +$767 ﹤0.01% 439

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Atlantic Edge Private Wealth Management's WDS Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 36 shares — an estimated $621 sold.

Atlantic Edge Private Wealth Management first reported a position in WDS in Q4 2023 and held it in 4 quarters. The position peaked at $760 in Q4 2023. 274 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 36 Woodside Energy shares in Q4 2024, an estimated $621.
  • Atlantic Edge Private Wealth Management first reported a position in Woodside Energy in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Woodside Energy position peaked at $760 in Q4 2023.
  • 274 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.