FFWA
WDS icon

FRG Family Wealth Advisors’s Woodside Energy WDS Stock Holding History

FRG Family Wealth 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
Q2 		– Sell
-252
Closed -$4.49K – 361
2024
Q1 		$4.49K Buy
+252
New +$5.1K ﹤0.01% 301

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FRG Family Wealth Advisors's WDS Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 252 shares — an estimated $4.49K sold.

FRG Family Wealth Advisors first reported a position in WDS in Q1 2024 and held it in 1 quarter. The position peaked at $4.49K in Q1 2024. 283 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 252 Woodside Energy shares in Q2 2024, an estimated $4.49K.
  • FRG Family Wealth Advisors first reported a position in Woodside Energy in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Woodside Energy position peaked at $4.49K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.