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Caldwell Trust’s Woodside Energy WDS Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-54
Closed -$1.26K – 731
2023
Q3 		$1.26K Sell
54
-72
-57% -$1.75K ﹤0.01% 694
2023
Q2 		$2.92K Hold
126
– – ﹤0.01% 706
2023
Q1 		$2.83K Hold
126
– – ﹤0.01% 696
2022
Q4 		$3.05K Sell
126
-108
-46% -$2.56K ﹤0.01% 685
2022
Q3 		$4.72K Hold
234
– – ﹤0.01% 660
2022
Q2 		$5.04K Buy
+234
New +$5.3K ﹤0.01% 680

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return