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BDO Wealth Advisors’s Woodside Energy WDS Stock Holding History

BDO 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
2023
Q2 		$1.07K Hold
46
– – ﹤0.01% 901
2023
Q1 		$1.03K Hold
46
– – ﹤0.01% 961
2022
Q4 		$1.11K Hold
46
– – ﹤0.01% 903
2022
Q3 		$1K Hold
46
– – ﹤0.01% 1004
2022
Q2 		$1K Buy
+46
New +$1.04K ﹤0.01% 1017

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BDO Wealth Advisors's WDS Position: Q2 2023 in Review

BDO Wealth Advisors held its Woodside Energy (WDS) position steady in Q2 2023 at 46 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

BDO Wealth Advisors first reported a position in WDS in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.11K in Q4 2022. 316 funds tracked by Wall St. Rank hold WDS as of Q2 2023.

  • BDO Wealth Advisors held 46 shares of Woodside Energy worth $1.07K as of Q2 2023.
  • BDO Wealth Advisors left its Woodside Energy share count unchanged in Q2 2023.
  • Woodside Energy made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #901 holding.
  • BDO Wealth Advisors first reported a position in Woodside Energy in Q2 2022 and has held it in 5 quarters since.
  • BDO Wealth Advisors's Woodside Energy position peaked at $1.11K in Q4 2022.
  • 316 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.