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Donoghue Forlines’s Woodside Energy WDS Stock Holding History

Donoghue Forlines’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
-35,873
Closed -$716K – 266
2024
Q1 		$716K Sell
35,873
-744
-2% -$15.1K 0.2% 103
2023
Q4 		$772K Buy
36,617
+4,939
+16% +$105K 0.24% 97
2023
Q3 		$738K Buy
31,678
+3,234
+11% +$78.8K 0.26% 106
2023
Q2 		$660K Sell
28,444
-8,113
-22% -$186K 0.21% 103
2023
Q1 		$820K Buy
36,557
+5,714
+19% +$137K 0.3% 96
2022
Q4 		$747K Buy
30,843
+14,182
+85% +$336K 0.26% 134
2022
Q3 		$336K Buy
16,661
+6,684
+67% +$147K 0.12% 158
2022
Q2 		$215K Buy
+9,977
New +$226K 0.06% 257

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

Donoghue Forlines's WDS Position: Q2 2024 in Review

Donoghue Forlines sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 35,873 shares — an estimated $716K sold.

Donoghue Forlines first reported a position in WDS in Q2 2022 and held it in 8 quarters. The position peaked at $820K in Q1 2023. 284 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

  • Donoghue Forlines reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
  • Donoghue Forlines sold 35,873 Woodside Energy shares in Q2 2024, an estimated $716K.
  • Donoghue Forlines first reported a position in Woodside Energy in Q2 2022 and held it in 8 quarters.
  • Donoghue Forlines's Woodside Energy position peaked at $820K in Q1 2023.
  • 284 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on Donoghue Forlines's 13F filing for Q2 2024, filed 6 Aug 2024.