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Bullock Wealth Management’s Woodside Energy WDS Stock Holding History

Bullock 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
Q4 		– Sell
-33
Closed -$588 – 629
2024
Q3 		$588 Hold
33
– – ﹤0.01% 547
2024
Q2 		$625 Hold
33
– – ﹤0.01% 536
2024
Q1 		$660 Buy
+33
New +$668 ﹤0.01% 535

Other funds holding WDS

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bullock Wealth Management's WDS Position: Q4 2024 in Review

Bullock Wealth Management sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 33 shares — an estimated $588 sold.

Bullock Wealth Management first reported a position in WDS in Q1 2024 and held it in 3 quarters. The position peaked at $660 in Q1 2024. 274 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

  • Bullock Wealth Management reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 33 Woodside Energy shares in Q4 2024, an estimated $588.
  • Bullock Wealth Management first reported a position in Woodside Energy in Q1 2024 and held it in 3 quarters.
  • Bullock Wealth Management's Woodside Energy position peaked at $660 in Q1 2024.
  • 274 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on Bullock Wealth Management's 13F filing for Q4 2024, filed 24 Sep 2026.