Baystate Wealth Management’s Woodside Energy WDS Stock Holding History

Baystate 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
2023 Q4	$7.5K	Buy	355 +5	+1%	+$106	﹤0.01%	796
2023 Q3	$8.16K	Hold	350	–	–	﹤0.01%	619
2023 Q2	$8.13K	Sell	350 -10	-3%	-$229	﹤0.01%	609
2023 Q1	$8.08K	Hold	360	–	–	﹤0.01%	598
2022 Q4	$9K	Buy	360 +7	+2%	+$166	﹤0.01%	602
2022 Q3	$7K	Hold	353	–	–	﹤0.01%	614
2022 Q2	$8K	Buy	+353	New	+$8K	﹤0.01%	611

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Baystate Wealth Management's WDS Position: Q4 2023 in Review

Baystate Wealth Management increased its Woodside Energy (WDS) stake by 1.4% in Q4 2023, buying an estimated $106 and bringing the position to 355 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Baystate Wealth Management first reported a position in WDS in Q2 2022 and has held it in 7 quarters since. The position peaked at $9K in Q4 2022. 310 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

Baystate Wealth Management held 355 shares of Woodside Energy worth $7.5K as of Q4 2023.
Baystate Wealth Management bought 5 Woodside Energy shares in Q4 2023, an estimated $106.
Woodside Energy made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #796 holding.
Baystate Wealth Management first reported a position in Woodside Energy in Q2 2022 and has held it in 7 quarters since.
Baystate Wealth Management's Woodside Energy position peaked at $9K in Q4 2022.
310 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.