Compass Wealth Management’s Woodside Energy WDS Stock Holding History

Compass Wealth Management’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	-165	Closed	-$4K	–	422
2022 Q4	$4K	Buy	+165	New	+$3.91K	﹤0.01%	388

Other funds holding WDS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Compass Wealth Management's WDS Position: Q1 2023 in Review

Compass Wealth Management sold out of Woodside Energy (WDS) in Q1 2023, closing a stake of 165 shares — an estimated $4K sold.

Compass Wealth Management first reported a position in WDS in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 325 funds tracked by Wall St. Rank hold WDS as of Q1 2023.

Compass Wealth Management reported no remaining Woodside Energy position as of Q1 2023 after selling out during the quarter.
Compass Wealth Management sold 165 Woodside Energy shares in Q1 2023, an estimated $4K.
Compass Wealth Management first reported a position in Woodside Energy in Q4 2022 and held it in 1 quarter.
Compass Wealth Management's Woodside Energy position peaked at $4K in Q4 2022.
325 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2023.

Based on Compass Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.