Concord Wealth Partners’s Woodside Energy WDS Stock Holding History

Concord Wealth Partners’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
2024 Q1	–	Sell	-72	Closed	-$1.52K	–	913
2023 Q4	$1.52K	Sell	72 -6	-8%	-$128	﹤0.01%	739
2023 Q3	$1.82K	Hold	78	–	–	﹤0.01%	879
2023 Q2	$1.81K	Hold	78	–	–	﹤0.01%	883
2023 Q1	$1.75K	Sell	78 -2	-3%	-$48	﹤0.01%	833
2022 Q4	$1.94K	Buy	+80	New	+$1.9K	﹤0.01%	941
2022 Q3	–	Sell	-8	Closed	–	–	1154
2022 Q2	$0	Buy	+8	New	+$181	﹤0.01%	1393

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

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

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

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

Concord Wealth Partners's WDS Position: Q1 2024 in Review

Concord Wealth Partners sold out of Woodside Energy (WDS) in Q1 2024, closing a stake of 72 shares — an estimated $1.52K sold.

Concord Wealth Partners first reported a position in WDS in Q2 2022 and held it in 6 quarters. The position peaked at $1.94K in Q4 2022. 303 funds tracked by Wall St. Rank hold WDS as of Q1 2024.

Concord Wealth Partners reported no remaining Woodside Energy position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 72 Woodside Energy shares in Q1 2024, an estimated $1.52K.
Concord Wealth Partners first reported a position in Woodside Energy in Q2 2022 and held it in 6 quarters.
Concord Wealth Partners's Woodside Energy position peaked at $1.94K in Q4 2022.
303 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.