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AWM
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
–
2326
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
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1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Voloridge Investment Management
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$25B AUM
28.08%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Point72 Asset Management
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$57.5B AUM
55.25%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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