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Harbor Investment Advisory’s Woodside Energy WDS Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-3,000
Closed -$69.6K – 1349
2023
Q2 		$69.6K Sell
3,000
-71
-2% -$1.63K 0.01% 609
2023
Q1 		$68.9K Hold
3,071
– – 0.01% 609
2022
Q4 		$74.3K Buy
3,071
+144
+5% +$3.42K 0.01% 566
2022
Q3 		$59K Hold
2,927
– – 0.01% 638
2022
Q2 		$63K Buy
+2,927
New +$66.3K 0.01% 633

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
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harbor Investment Advisory's WDS Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Woodside Energy (WDS) in Q3 2023, closing a stake of 3,000 shares — an estimated $69.6K sold.

Harbor Investment Advisory first reported a position in WDS in Q2 2022 and held it in 5 quarters. The position peaked at $74.3K in Q4 2022. 319 funds tracked by Wall St. Rank hold WDS as of Q3 2023.

  • Harbor Investment Advisory reported no remaining Woodside Energy position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 3,000 Woodside Energy shares in Q3 2023, an estimated $69.6K.
  • Harbor Investment Advisory first reported a position in Woodside Energy in Q2 2022 and held it in 5 quarters.
  • Harbor Investment Advisory's Woodside Energy position peaked at $74.3K in Q4 2022.
  • 319 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.