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BOK Financial’s Woodside Energy WDS Stock Holding History

BOK Financial’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
-932
Closed -$17.5K – 1518
2024
Q2 		$17.5K Buy
932
+650
+230% +$12.1K ﹤0.01% 920
2024
Q1 		$5.64K Sell
282
-821
-74% -$16.6K ﹤0.01% 995
2023
Q4 		$23.3K Hold
1,103
– – ﹤0.01% 872
2023
Q3 		$24K Sell
1,103
-59,255
-98% -$1.44M ﹤0.01% 832
2023
Q2 		$1.4M Sell
60,358
-55,135
-48% -$1.26M 0.03% 405
2023
Q1 		$2.59M Sell
115,493
-12,680
-10% -$305K 0.05% 296
2022
Q4 		$3.1M Buy
+128,173
New +$3.04M 0.06% 296
2022
Q3 		– Sell
-9,387
Closed -$202K – 945
2022
Q2 		$202K Buy
+9,387
New +$213K ﹤0.01% 865

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
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

BOK Financial's WDS Position: Q3 2024 in Review

BOK Financial sold out of Woodside Energy (WDS) in Q3 2024, closing a stake of 932 shares — an estimated $17.5K sold.

BOK Financial first reported a position in WDS in Q2 2022 and held it in 8 quarters. The position peaked at $3.1M in Q4 2022. 268 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

  • BOK Financial reported no remaining Woodside Energy position as of Q3 2024 after selling out during the quarter.
  • BOK Financial sold 932 Woodside Energy shares in Q3 2024, an estimated $17.5K.
  • BOK Financial first reported a position in Woodside Energy in Q2 2022 and held it in 8 quarters.
  • BOK Financial's Woodside Energy position peaked at $3.1M in Q4 2022.
  • 268 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on BOK Financial's 13F filing for Q3 2024, filed 14 Nov 2024.