Avior Wealth Management’s Woodside Energy WDS Stock Holding History

Avior 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
2025 Q1	–	Sell	-1,824	Closed	-$28.5K	–	2324
2024 Q4	$28.5K	Buy	1,824 +180	+11%	+$2.89K	﹤0.01%	1329
2024 Q3	$28.4K	Buy	1,644 +1,000	+155%	+$17.7K	﹤0.01%	1295
2024 Q2	$12.1K	Sell	644 -314	-33%	-$5.84K	﹤0.01%	1460
2024 Q1	$19.1K	Buy	958 +630	+192%	+$12.7K	﹤0.01%	1623
2023 Q4	$6.92K	Buy	328 +208	+173%	+$4.43K	﹤0.01%	1062
2023 Q3	$2.8K	Hold	120	–	–	﹤0.01%	1340
2023 Q2	$2.79K	Buy	120 +7	+6%	+$160	﹤0.01%	1315
2023 Q1	$2.54K	Hold	113	–	–	﹤0.01%	1367
2022 Q4	$2.74K	Buy	113 +5	+5%	+$119	﹤0.01%	1026
2022 Q3	$2K	Sell	108 -180	-63%	-$3.97K	﹤0.01%	1053
2022 Q2	$6K	Buy	+288	New	+$6.53K	﹤0.01%	843

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

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Avior Wealth Management's WDS Position: Q1 2025 in Review

Avior Wealth Management sold out of Woodside Energy (WDS) in Q1 2025, closing a stake of 1,824 shares — an estimated $28.5K sold.

Avior Wealth Management first reported a position in WDS in Q2 2022 and held it in 11 quarters. The position peaked at $28.5K in Q4 2024. 267 funds tracked by Wall St. Rank hold WDS as of Q1 2025.

Avior Wealth Management reported no remaining Woodside Energy position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,824 Woodside Energy shares in Q1 2025, an estimated $28.5K.
Avior Wealth Management first reported a position in Woodside Energy in Q2 2022 and held it in 11 quarters.
Avior Wealth Management's Woodside Energy position peaked at $28.5K in Q4 2024.
267 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.