DWA
WDS icon

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 – 470
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% 391

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
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
Dimensional Fund Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Delos Wealth Advisors's WDS Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Woodside Energy (WDS) in Q1 2024, closing a stake of 1 share — an estimated $22 sold.

Delos Wealth Advisors first reported a position in WDS in Q3 2022 and held it in 6 quarters. The position peaked at $24 in Q3 2023. 302 funds tracked by Wall St. Rank hold WDS as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Woodside Energy position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 1 Woodside Energy share in Q1 2024, an estimated $22.
  • Delos Wealth Advisors first reported a position in Woodside Energy in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Woodside Energy position peaked at $24 in Q3 2023.
  • 302 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.