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Glass Jacobson Investment Advisors’s Woodside Energy WDS Stock Holding History

Glass Jacobson Investment 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
2023
Q4 		– Sell
-24
Closed -$559 – 831
2023
Q3 		$559 Sell
24
-187
-89% -$4.55K ﹤0.01% 739
2023
Q2 		$4.89K Buy
+211
New +$4.83K ﹤0.01% 582
2022
Q4 		$5.11K Buy
+211
New +$5K ﹤0.01% 587

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Glass Jacobson Investment Advisors's WDS Position: Q4 2023 in Review

Glass Jacobson Investment Advisors sold out of Woodside Energy (WDS) in Q4 2023, closing a stake of 24 shares — an estimated $559 sold.

Glass Jacobson Investment Advisors first reported a position in WDS in Q4 2022 and held it in 3 quarters. The position peaked at $5.11K in Q4 2022. 309 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

  • Glass Jacobson Investment Advisors reported no remaining Woodside Energy position as of Q4 2023 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 24 Woodside Energy shares in Q4 2023, an estimated $559.
  • Glass Jacobson Investment Advisors first reported a position in Woodside Energy in Q4 2022 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Woodside Energy position peaked at $5.11K in Q4 2022.
  • 309 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.