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Coppell Advisory Solutions’s Woodside Energy WDS Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-249
Closed -$3.81K – 1865
2024
Q4 		$3.81K Sell
249
-33
-12% -$529 ﹤0.01% 1391
2024
Q3 		$4.81K Buy
282
+33
+13% +$585 ﹤0.01% 1268
2024
Q2 		$4.68K Buy
+249
New +$4.63K ﹤0.01% 1214
2023
Q4 		$5.25K Buy
249
+64
+35% +$1.36K ﹤0.01% 1095
2023
Q3 		$4.48K Sell
185
-50
-21% -$1.22K ﹤0.01% 731
2023
Q2 		$5.38K Buy
+235
New +$5.38K ﹤0.01% 838
2023
Q1 		– Sell
-185
Closed -$4.48K – 1082
2022
Q4 		$4.48K Buy
+185
New +$4.39K ﹤0.01% 734

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Coppell Advisory Solutions's WDS Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Woodside Energy (WDS) in Q1 2025, closing a stake of 249 shares — an estimated $3.81K sold.

Coppell Advisory Solutions first reported a position in WDS in Q4 2022 and held it in 7 quarters. The position peaked at $5.38K in Q2 2023. 267 funds tracked by Wall St. Rank hold WDS as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Woodside Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 249 Woodside Energy shares in Q1 2025, an estimated $3.81K.
  • Coppell Advisory Solutions first reported a position in Woodside Energy in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Woodside Energy position peaked at $5.38K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.