Covestor’s Woodside Energy WDS Stock Holding History

Covestor’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 Q2	–	Sell	-110	Closed	-$2K	–	2814
2024 Q1	$2K	Hold	110	–	–	﹤0.01%	1878
2023 Q4	$2K	Hold	110	–	–	﹤0.01%	1899
2023 Q3	$3K	Hold	110	–	–	﹤0.01%	1779
2023 Q2	$3K	Hold	110	–	–	﹤0.01%	1784
2023 Q1	$2K	Sell	110 -12	-10%	-$288	﹤0.01%	1803
2022 Q4	$3K	Hold	122	–	–	﹤0.01%	1732
2022 Q3	$2K	Hold	122	–	–	﹤0.01%	1754
2022 Q2	$3K	Buy	+122	New	+$2.77K	﹤0.01%	1569

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

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

BlackRock New York $6.73T AUM 46.02% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Covestor's WDS Position: Q2 2024 in Review

Covestor sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 110 shares — an estimated $2K sold.

Covestor first reported a position in WDS in Q2 2022 and held it in 8 quarters. The position peaked at $3K in Q3 2023. 284 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

Covestor reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
Covestor sold 110 Woodside Energy shares in Q2 2024, an estimated $2K.
Covestor first reported a position in Woodside Energy in Q2 2022 and held it in 8 quarters.
Covestor's Woodside Energy position peaked at $3K in Q3 2023.
284 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on Covestor's 13F filing for Q2 2024, filed 9 Aug 2024.