BEI
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Benjamin Edwards Inc’s Woodside Energy WDS Stock Holding History

Benjamin Edwards Inc’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
2026
Q1 		$2.09M Buy
+87,661
New +$1.7M 0.02% 534
2025
Q1 		– Sell
-10,819
Closed -$169K – 1171
2024
Q4 		$169K Sell
10,819
-2,541
-19% -$40.7K ﹤0.01% 1088
2024
Q3 		$230K Buy
+13,360
New +$237K ﹤0.01% 1028
2024
Q1 		– Sell
-10
Closed – – 754
2023
Q4 		$0 Hold
10
– – ﹤0.01% 670
2023
Q3 		$0 Sell
10
-23
-70% -$560 ﹤0.01% 690
2023
Q2 		$1K Sell
33
-43
-57% -$985 ﹤0.01% 664
2023
Q1 		$2K Hold
76
– – ﹤0.01% 672
2022
Q4 		$2K Sell
76
-6
-7% -$142 ﹤0.01% 693
2022
Q3 		$2K Hold
82
– – ﹤0.01% 670
2022
Q2 		$2K Buy
+82
New +$1.86K ﹤0.01% 677

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return