Bartlett & Co Wealth Management’s Woodside Energy WDS Stock Holding History

Bartlett & Co 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 Q2	–	Sell	-2	Closed	-$40	–	1173
2024 Q1	$40	Buy	+2	New	+$40	﹤0.01%	1121
2023 Q4	–	Sell	-722	Closed	-$16.8K	–	1275
2023 Q3	$16.8K	Hold	722	–	–	﹤0.01%	856
2023 Q2	$16.7K	Buy	+722	New	+$16.5K	﹤0.01%	852
2023 Q1	–	Sell	-112	Closed	-$2.71K	–	1112
2022 Q4	$2.71K	Hold	112	–	–	﹤0.01%	992
2022 Q3	$2.38K	Sell	112 -218	-66%	-$4.81K	﹤0.01%	1032
2022 Q2	$7.12K	Buy	+330	New	+$7.48K	﹤0.01%	944

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Bartlett & Co Wealth Management's WDS Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 2 shares — an estimated $40 sold.

Bartlett & Co Wealth Management first reported a position in WDS in Q2 2022 and held it in 6 quarters. The position peaked at $16.8K in Q3 2023. 284 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

Bartlett & Co Wealth Management reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 2 Woodside Energy shares in Q2 2024, an estimated $40.
Bartlett & Co Wealth Management first reported a position in Woodside Energy in Q2 2022 and held it in 6 quarters.
Bartlett & Co Wealth Management's Woodside Energy position peaked at $16.8K in Q3 2023.
284 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.