BerganKDV Wealth Management’s Woodside Energy WDS Stock Holding History

BerganKDV 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 Q2	–	Sell	-145	Closed	-$3.25K	–	1080
2023 Q1	$3.25K	Buy	+145	New	+$3.48K	﹤0.01%	756
2022 Q3	–	Sell	-19	Closed	–	–	1076
2022 Q2	$0	Buy	+19	New	+$431	﹤0.01%	1077

Other funds holding WDS

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

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

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

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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

BerganKDV Wealth Management's WDS Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Woodside Energy (WDS) in Q2 2023, closing a stake of 145 shares — an estimated $3.25K sold.

BerganKDV Wealth Management first reported a position in WDS in Q2 2022 and held it in 2 quarters. The position peaked at $3.25K in Q1 2023. 317 funds tracked by Wall St. Rank hold WDS as of Q2 2023.

BerganKDV Wealth Management reported no remaining Woodside Energy position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 145 Woodside Energy shares in Q2 2023, an estimated $3.25K.
BerganKDV Wealth Management first reported a position in Woodside Energy in Q2 2022 and held it in 2 quarters.
BerganKDV Wealth Management's Woodside Energy position peaked at $3.25K in Q1 2023.
317 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.