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Curated Wealth Partners’s Woodside Energy WDS Stock Holding History

Curated 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
2023
Q3 		– Sell
-9,003
Closed -$209K – 147
2023
Q2 		$209K Hold
9,003
– – 0.04% 128
2023
Q1 		$202K Buy
+9,003
New +$216K 0.05% 124

Other funds holding WDS

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Curated Wealth Partners's WDS Position: Q3 2023 in Review

Curated Wealth Partners sold out of Woodside Energy (WDS) in Q3 2023, closing a stake of 9,003 shares — an estimated $209K sold.

Curated Wealth Partners first reported a position in WDS in Q1 2023 and held it in 2 quarters. The position peaked at $209K in Q2 2023. 319 funds tracked by Wall St. Rank hold WDS as of Q3 2023.

  • Curated Wealth Partners reported no remaining Woodside Energy position as of Q3 2023 after selling out during the quarter.
  • Curated Wealth Partners sold 9,003 Woodside Energy shares in Q3 2023, an estimated $209K.
  • Curated Wealth Partners first reported a position in Woodside Energy in Q1 2023 and held it in 2 quarters.
  • Curated Wealth Partners's Woodside Energy position peaked at $209K in Q2 2023.
  • 319 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2023.

Based on Curated Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.