Ellevest Inc’s Woodside Energy WDS Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-765	Closed	-$17.2K	–	1621
2023 Q1	$17.2K	Sell	765 -270	-26%	-$6.49K	﹤0.01%	882
2022 Q4	$25.1K	Buy	1,035 +40	+4%	+$949	﹤0.01%	793
2022 Q3	$20K	Buy	+995	New	+$21.9K	﹤0.01%	820

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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 Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ellevest Inc's WDS Position: Q2 2023 in Review

Ellevest Inc sold out of Woodside Energy (WDS) in Q2 2023, closing a stake of 765 shares — an estimated $17.2K sold.

Ellevest Inc first reported a position in WDS in Q3 2022 and held it in 3 quarters. The position peaked at $25.1K in Q4 2022. 316 funds tracked by Wall St. Rank hold WDS as of Q2 2023.

Ellevest Inc reported no remaining Woodside Energy position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 765 Woodside Energy shares in Q2 2023, an estimated $17.2K.
Ellevest Inc first reported a position in Woodside Energy in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Woodside Energy position peaked at $25.1K in Q4 2022.
316 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.