Bartlett & Co’s Woodside Energy WDS Stock Holding History

Bartlett & Co’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
2023 Q4	–	Sell	-722	Closed	-$17K	–	1257
2023 Q3	$17K	Hold	722	–	–	﹤0.01%	857
2023 Q2	$17K	Buy	+722	New	+$16.5K	﹤0.01%	852
2023 Q1	–	Sell	-112	Closed	-$3K	–	1103
2022 Q4	$3K	Hold	112	–	–	﹤0.01%	990
2022 Q3	$2K	Sell	112 -218	-66%	-$4.81K	﹤0.01%	1070
2022 Q2	$7K	Buy	+330	New	+$7.48K	﹤0.01%	960

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co's WDS Position: Q4 2023 in Review

Bartlett & Co sold out of Woodside Energy (WDS) in Q4 2023, closing a stake of 722 shares — an estimated $17K sold.

Bartlett & Co first reported a position in WDS in Q2 2022 and held it in 5 quarters. The position peaked at $17K in Q3 2023. 309 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

Bartlett & Co reported no remaining Woodside Energy position as of Q4 2023 after selling out during the quarter.
Bartlett & Co sold 722 Woodside Energy shares in Q4 2023, an estimated $17K.
Bartlett & Co first reported a position in Woodside Energy in Q2 2022 and held it in 5 quarters.
Bartlett & Co's Woodside Energy position peaked at $17K in Q3 2023.
309 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.