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Beaird Harris Wealth Management’s Woodside Energy WDS Stock Holding History

Beaird Harris 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
Q3 		– Sell
-45
Closed -$847 – 705
2024
Q2 		$847 Buy
+45
New +$837 ﹤0.01% 605

Other funds holding WDS

Fisher Asset Management
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Beaird Harris Wealth Management's WDS Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Woodside Energy (WDS) in Q3 2024, closing a stake of 45 shares — an estimated $847 sold.

Beaird Harris Wealth Management first reported a position in WDS in Q2 2024 and held it in 1 quarter. The position peaked at $847 in Q2 2024. 269 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Woodside Energy position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 45 Woodside Energy shares in Q3 2024, an estimated $847.
  • Beaird Harris Wealth Management first reported a position in Woodside Energy in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Woodside Energy position peaked at $847 in Q2 2024.
  • 269 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.