FinTrust Capital Advisors’s Woodside Energy WDS Stock Holding History

FinTrust Capital 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 Q3	$7.59K	Sell	440 -34	-7%	-$603	﹤0.01%	1001
2024 Q2	$8.92K	Buy	474 +115	+32%	+$2.14K	﹤0.01%	926
2024 Q1	$7.17K	Sell	359 -72	-17%	-$1.46K	﹤0.01%	918
2023 Q4	$9.09K	Sell	431 -50	-10%	-$1.06K	﹤0.01%	843
2023 Q3	$11.2K	Buy	481 +121	+34%	+$2.95K	﹤0.01%	765
2023 Q2	$8.72K	Hold	360	–	–	﹤0.01%	789
2023 Q1	$8.72K	Hold	360	–	–	﹤0.01%	785
2022 Q4	$8.72K	Hold	360	–	–	﹤0.01%	783
2022 Q3	$7K	Buy	360 +129	+56%	+$2.84K	﹤0.01%	974
2022 Q2	$5K	Buy	+231	New	+$5.24K	﹤0.01%	1038

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

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

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

FinTrust Capital Advisors's WDS Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Woodside Energy (WDS) stake by 7.2% in Q3 2024, selling an estimated $603 and leaving 440 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

FinTrust Capital Advisors first reported a position in WDS in Q2 2022 and has held it in 10 quarters since. The position peaked at $11.2K in Q3 2023. 268 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

FinTrust Capital Advisors held 440 shares of Woodside Energy worth $7.59K as of Q3 2024.
FinTrust Capital Advisors sold 34 Woodside Energy shares in Q3 2024, an estimated $603.
Woodside Energy made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1001 holding.
FinTrust Capital Advisors first reported a position in Woodside Energy in Q2 2022 and has held it in 10 quarters since.
FinTrust Capital Advisors's Woodside Energy position peaked at $11.2K in Q3 2023.
268 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.