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Halpern Financial’s Woodside Energy WDS Stock Holding History

Halpern Financial’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 		$1.31K Hold
73
– – ﹤0.01% 211
2024
Q2 		$1.37K Hold
73
– – ﹤0.01% 203
2024
Q1 		$1.45K Hold
73
– – ﹤0.01% 194
2023
Q4 		$1.57K Hold
73
– – ﹤0.01% 221
2023
Q3 		$1.7K Hold
73
– – ﹤0.01% 195
2023
Q2 		$1.69K Hold
73
– – ﹤0.01% 236
2023
Q1 		$1.64K Hold
73
– – ﹤0.01% 165
2022
Q4 		$1.77K Hold
73
– – ﹤0.01% 167
2022
Q3 		$1.47K Hold
73
– – ﹤0.01% 180
2022
Q2 		$1.57K Buy
+73
New +$1.65K ﹤0.01% 262

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Halpern Financial's WDS Position: Q3 2024 in Review

Halpern Financial held its Woodside Energy (WDS) position steady in Q3 2024 at 73 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Halpern Financial first reported a position in WDS in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.77K in Q4 2022. 268 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

  • Halpern Financial held 73 shares of Woodside Energy worth $1.31K as of Q3 2024.
  • Halpern Financial left its Woodside Energy share count unchanged in Q3 2024.
  • Woodside Energy made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #211 holding.
  • Halpern Financial first reported a position in Woodside Energy in Q2 2022 and has held it in 10 quarters since.
  • Halpern Financial's Woodside Energy position peaked at $1.77K in Q4 2022.
  • 268 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.