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Endurance Wealth Management’s Woodside Energy WDS Stock Holding History

Endurance Wealth Management’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 		$2K Hold
97
– – ﹤0.01% 616
2023
Q1 		$2K Sell
97
-29
-23% -$697 ﹤0.01% 613
2022
Q4 		$3K Hold
126
– – ﹤0.01% 577
2022
Q3 		$3K Hold
126
– – ﹤0.01% 546
2022
Q2 		$3K Buy
+126
New +$2.86K ﹤0.01% 567

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Endurance Wealth Management's WDS Position: Q2 2023 in Review

Endurance Wealth Management held its Woodside Energy (WDS) position steady in Q2 2023 at 97 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Endurance Wealth Management first reported a position in WDS in Q2 2022 and has held it in 5 quarters since. The position peaked at $3K in Q4 2022. 316 funds tracked by Wall St. Rank hold WDS as of Q2 2023.

  • Endurance Wealth Management held 97 shares of Woodside Energy worth $2K as of Q2 2023.
  • Endurance Wealth Management left its Woodside Energy share count unchanged in Q2 2023.
  • Woodside Energy made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #616 holding.
  • Endurance Wealth Management first reported a position in Woodside Energy in Q2 2022 and has held it in 5 quarters since.
  • Endurance Wealth Management's Woodside Energy position peaked at $3K in Q4 2022.
  • 316 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.