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CFFP
Center for Financial Planning’s
Woodside Energy
WDS
Stock Holding History
Center for Financial Planning’s Portfolio
WDS Stock Details
WDS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-180
Closed
-$2.71K
–
736
2025
Q3
$2.71K
Hold
180
–
–
﹤0.01%
577
2025
Q2
$2.78K
Hold
180
–
–
﹤0.01%
545
2025
Q1
$2.61K
Hold
180
–
–
﹤0.01%
574
2024
Q4
$2.81K
Hold
180
–
–
﹤0.01%
518
2024
Q3
$3.1K
Hold
180
–
–
﹤0.01%
481
2024
Q2
$3.39K
Hold
180
–
–
﹤0.01%
475
2024
Q1
$3.6K
Hold
180
–
–
﹤0.01%
491
2023
Q4
$3.8K
Hold
180
–
–
﹤0.01%
433
2023
Q3
$4.19K
Hold
180
–
–
﹤0.01%
425
2023
Q2
$4.17K
Hold
180
–
–
﹤0.01%
456
2023
Q1
$4.04K
Hold
180
–
–
﹤0.01%
424
2022
Q4
$4.36K
Hold
180
–
–
﹤0.01%
421
2022
Q3
$4K
Hold
180
–
–
﹤0.01%
455
2022
Q2
$4K
Buy
+180
New
+$4.08K
﹤0.01%
445
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$1.66T AUM
25.57%
1-Year Est. Return
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$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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