CI Investments Inc’s Woodside Energy WDS Stock Holding History

CI Investments Inc’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 Q1	–	Sell	-289	Closed	-$7K	–	1319
2022 Q4	$7K	Hold	289	–	–	﹤0.01%	1151
2022 Q3	$6K	Hold	289	–	–	﹤0.01%	1156
2022 Q2	$6K	Buy	+289	New	+$6.55K	﹤0.01%	1071

Other funds holding WDS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CI Investments Inc's WDS Position: Q1 2023 in Review

CI Investments Inc sold out of Woodside Energy (WDS) in Q1 2023, closing a stake of 289 shares — an estimated $7K sold.

CI Investments Inc first reported a position in WDS in Q2 2022 and held it in 3 quarters. The position peaked at $7K in Q4 2022. 325 funds tracked by Wall St. Rank hold WDS as of Q1 2023.

CI Investments Inc reported no remaining Woodside Energy position as of Q1 2023 after selling out during the quarter.
CI Investments Inc sold 289 Woodside Energy shares in Q1 2023, an estimated $7K.
CI Investments Inc first reported a position in Woodside Energy in Q2 2022 and held it in 3 quarters.
CI Investments Inc's Woodside Energy position peaked at $7K in Q4 2022.
325 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2023.

Based on CI Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.