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Clearstead Advisors’s Woodside Energy WDS Stock Holding History

Clearstead Advisors’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
2026
Q1 		$263K Buy
+11,022
New +$214K ﹤0.01% 908
2025
Q2 		– Sell
-73
Closed -$1.06K – 2897
2025
Q1 		$1.06K Buy
+73
New +$1.11K ﹤0.01% 1983
2024
Q4 		– Sell
-593
Closed -$10.2K – 2195
2024
Q3 		$10.2K Hold
593
– – ﹤0.01% 1573
2024
Q2 		$11.2K Buy
593
+523
+747% +$9.73K ﹤0.01% 1529
2024
Q1 		$1.3K Hold
70
– – ﹤0.01% 1374
2023
Q4 		$1.48K Sell
70
-70
-50% -$1.49K ﹤0.01% 1336
2023
Q3 		$3.26K Buy
140
+70
+100% +$1.71K ﹤0.01% 1327
2023
Q2 		$1.62K Hold
70
– – ﹤0.01% 1191
2023
Q1 		$1.57K Hold
70
– – ﹤0.01% 1177
2022
Q4 		$1.7K Hold
70
– – ﹤0.01% 1117
2022
Q3 		$1K Sell
70
-47
-40% -$1.04K ﹤0.01% 1214
2022
Q2 		$3K Buy
+117
New +$2.65K ﹤0.01% 1078

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return