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Hennion & Walsh Asset Management’s Woodside Energy WDS Stock Holding History

Hennion & Walsh Asset Management’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
2022
Q3 		– Sell
-9,836
Closed -$212K – 804
2022
Q2 		$212K Buy
+9,836
New +$223K 0.01% 715

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HL
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hennion & Walsh Asset Management's WDS Position: Q3 2022 in Review

Hennion & Walsh Asset Management sold out of Woodside Energy (WDS) in Q3 2022, closing a stake of 9,836 shares — an estimated $212K sold.

Hennion & Walsh Asset Management first reported a position in WDS in Q2 2022 and held it in 1 quarter. The position peaked at $212K in Q2 2022. 307 funds tracked by Wall St. Rank hold WDS as of Q3 2022.

  • Hennion & Walsh Asset Management reported no remaining Woodside Energy position as of Q3 2022 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 9,836 Woodside Energy shares in Q3 2022, an estimated $212K.
  • Hennion & Walsh Asset Management first reported a position in Woodside Energy in Q2 2022 and held it in 1 quarter.
  • Hennion & Walsh Asset Management's Woodside Energy position peaked at $212K in Q2 2022.
  • 307 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2022.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.