DWA
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Delos Wealth Advisors’s Woodside Energy WDS Stock Holding History

Delos Wealth Advisors’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
-1
Closed -$22 – 471
2023
Q4 		$22 Hold
1
– – ﹤0.01% 340
2023
Q3 		$24 Hold
1
– – ﹤0.01% 377
2023
Q2 		$24 Hold
1
– – ﹤0.01% 374
2023
Q1 		$23 Hold
1
– – ﹤0.01% 389
2022
Q4 		$24 Hold
1
– – ﹤0.01% 395
2022
Q3 		$0 Buy
+1
New +$22 ﹤0.01% 392

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Pacer Advisors
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BlackRock
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return