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Gradient Investments’s Woodside Energy WDS Stock Holding History

Gradient Investments’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
Q1 		– Sell
-110
Closed -$2.32K – 1845
2023
Q4 		$2.32K Sell
110
-50
-31% -$1.06K ﹤0.01% 1191
2023
Q3 		$3.73K Buy
160
+50
+45% +$1.22K ﹤0.01% 1027
2023
Q2 		$2.55K Buy
110
+92
+511% +$2.11K ﹤0.01% 1107
2023
Q1 		$404 Buy
18
+7
+64% +$168 ﹤0.01% 1302
2022
Q4 		$266 Hold
11
– – ﹤0.01% 1349
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1553
2022
Q2 		$0 Buy
+11
New +$249 ﹤0.01% 1391

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Gradient Investments's WDS Position: Q1 2024 in Review

Gradient Investments sold out of Woodside Energy (WDS) in Q1 2024, closing a stake of 110 shares — an estimated $2.32K sold.

Gradient Investments first reported a position in WDS in Q2 2022 and held it in 7 quarters. The position peaked at $3.73K in Q3 2023. 303 funds tracked by Wall St. Rank hold WDS as of Q1 2024.

  • Gradient Investments reported no remaining Woodside Energy position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 110 Woodside Energy shares in Q1 2024, an estimated $2.32K.
  • Gradient Investments first reported a position in Woodside Energy in Q2 2022 and held it in 7 quarters.
  • Gradient Investments's Woodside Energy position peaked at $3.73K in Q3 2023.
  • 303 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.