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B. Riley Wealth Advisors’s Woodside Energy WDS Stock Holding History

B. Riley Wealth Advisors’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
2022
Q4 		– Sell
-20,166
Closed -$407K – 1596
2022
Q3 		$407K Buy
20,166
+3,083
+18% +$68K 0.01% 852
2022
Q2 		$369K Buy
+17,083
New +$387K 0.02% 786

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

B. Riley Wealth Advisors's WDS Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Woodside Energy (WDS) in Q4 2022, closing a stake of 20,166 shares — an estimated $407K sold.

B. Riley Wealth Advisors first reported a position in WDS in Q2 2022 and held it in 2 quarters. The position peaked at $407K in Q3 2022. 340 funds tracked by Wall St. Rank hold WDS as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Woodside Energy position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 20,166 Woodside Energy shares in Q4 2022, an estimated $407K.
  • B. Riley Wealth Advisors first reported a position in Woodside Energy in Q2 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Woodside Energy position peaked at $407K in Q3 2022.
  • 340 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.