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Heritage Wealth Management (Arizona)’s Woodside Energy WDS Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.74K Buy
72
+36
+100% +$854 ﹤0.01% 992
2022
Q3 		$1K Sell
36
-72
-67% -$1.59K ﹤0.01% 990
2022
Q2 		$2.33K Buy
+108
New +$2.45K ﹤0.01% 871

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WDS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Woodside Energy (WDS) stake by 100% in Q4 2022, buying an estimated $854 and bringing the position to 72 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Heritage Wealth Management (Arizona) first reported a position in WDS in Q2 2022 and has held it in 3 quarters since. The position peaked at $2.33K in Q2 2022. 340 funds tracked by Wall St. Rank hold WDS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 72 shares of Woodside Energy worth $1.74K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 36 Woodside Energy shares in Q4 2022, an estimated $854.
  • Woodside Energy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #992 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Woodside Energy in Q2 2022 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Woodside Energy position peaked at $2.33K in Q2 2022.
  • 340 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.