Atria Investments’s Woodside Energy WDS Stock Holding History

Atria Investments’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	-28,661	Closed	-$494K	–	1996
2024 Q3	$494K	Sell	28,661 -1,736	-6%	-$30.8K	0.01%	1321
2024 Q2	$572K	Buy	+30,397	New	+$566K	0.01%	1237

Other funds holding WDS

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Atria Investments's WDS Position: Q4 2024 in Review

Atria Investments sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 28,661 shares — an estimated $494K sold.

Atria Investments first reported a position in WDS in Q2 2024 and held it in 2 quarters. The position peaked at $572K in Q2 2024. 274 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

Atria Investments reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 28,661 Woodside Energy shares in Q4 2024, an estimated $494K.
Atria Investments first reported a position in Woodside Energy in Q2 2024 and held it in 2 quarters.
Atria Investments's Woodside Energy position peaked at $572K in Q2 2024.
274 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.