HeadInvest LLC’s Woodside Energy WDS Stock Holding History

HeadInvest LLC’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	-117	Closed	-$2.65K	–	707
2023 Q3	$2.65K	Buy	+117	New	+$2.85K	﹤0.01%	655

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HeadInvest LLC's WDS Position: Q4 2023 in Review

HeadInvest LLC sold out of Woodside Energy (WDS) in Q4 2023, closing a stake of 117 shares — an estimated $2.65K sold.

HeadInvest LLC first reported a position in WDS in Q3 2023 and held it in 1 quarter. The position peaked at $2.65K in Q3 2023. 310 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

HeadInvest LLC reported no remaining Woodside Energy position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 117 Woodside Energy shares in Q4 2023, an estimated $2.65K.
HeadInvest LLC first reported a position in Woodside Energy in Q3 2023 and held it in 1 quarter.
HeadInvest LLC's Woodside Energy position peaked at $2.65K in Q3 2023.
310 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.