Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Woodside Energy WDS Stock Holding History

Envestnet Portfolio Solutions’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
-10,171
Closed -$203K – 1702
2024
Q1 		$203K Buy
10,171
+23
+0.2% +$465 ﹤0.01% 1562
2023
Q4 		$214K Sell
10,148
-2,630
-21% -$56K ﹤0.01% 1462
2023
Q3 		$298K Buy
+12,778
New +$311K ﹤0.01% 1234

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

Envestnet Portfolio Solutions's WDS Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 10,171 shares — an estimated $203K sold.

Envestnet Portfolio Solutions first reported a position in WDS in Q3 2023 and held it in 3 quarters. The position peaked at $298K in Q3 2023. 285 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,171 Woodside Energy shares in Q2 2024, an estimated $203K.
  • Envestnet Portfolio Solutions first reported a position in Woodside Energy in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Woodside Energy position peaked at $298K in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.