Cary Street Partners Investment Advisory’s Woodside Energy WDS Stock Holding History

Cary Street Partners Investment Advisory’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	-277	Closed	-$6.45K	–	1775
2023 Q3	$6.45K	Sell	277 -109	-28%	-$2.65K	﹤0.01%	1420
2023 Q2	$8.95K	Sell	386 -180	-32%	-$4.12K	﹤0.01%	1276
2023 Q1	$12.7K	Hold	566	–	–	﹤0.01%	1080
2022 Q4	$13.7K	Buy	+566	New	+$13.4K	﹤0.01%	1066

Other funds holding WDS

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

Cary Street Partners Investment Advisory's WDS Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Woodside Energy (WDS) in Q4 2023, closing a stake of 277 shares — an estimated $6.45K sold.

Cary Street Partners Investment Advisory first reported a position in WDS in Q4 2022 and held it in 4 quarters. The position peaked at $13.7K in Q4 2022. 310 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Woodside Energy position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 277 Woodside Energy shares in Q4 2023, an estimated $6.45K.
Cary Street Partners Investment Advisory first reported a position in Woodside Energy in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Woodside Energy position peaked at $13.7K in Q4 2022.
310 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.