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Cresset Asset Management’s Woodside Energy WDS Stock Holding History

Cresset Asset 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
2024
Q4 		– Sell
-41,355
Closed -$740K – 2234
2024
Q3 		$740K Sell
41,355
-19,095
-32% -$339K ﹤0.01% 1317
2024
Q2 		$1.14M Buy
60,450
+5,221
+9% +$97.1K ﹤0.01% 998
2024
Q1 		$1.13M Buy
55,229
+4,111
+8% +$83.2K 0.01% 924
2023
Q4 		$1.08M Sell
51,118
-6,924
-12% -$147K 0.01% 865
2023
Q3 		$1.35M Buy
58,042
+10,003
+21% +$244K 0.01% 701
2023
Q2 		$1.11M Buy
+48,039
New +$1.1M ﹤0.01% 894

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cresset Asset Management's WDS Position: Q4 2024 in Review

Cresset Asset Management sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 41,355 shares — an estimated $740K sold.

Cresset Asset Management first reported a position in WDS in Q2 2023 and held it in 6 quarters. The position peaked at $1.35M in Q3 2023. 274 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

  • Cresset Asset Management reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 41,355 Woodside Energy shares in Q4 2024, an estimated $740K.
  • Cresset Asset Management first reported a position in Woodside Energy in Q2 2023 and held it in 6 quarters.
  • Cresset Asset Management's Woodside Energy position peaked at $1.35M in Q3 2023.
  • 274 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.