High Net Worth Advisory Group’s Woodside Energy WDS Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-16	Closed	-$387	–	579
2022 Q4	$387	Sell	16 -722	-98%	-$17.1K	﹤0.01%	612
2022 Q3	$15K	Sell	738 -59	-7%	-$1.3K	0.01%	491
2022 Q2	$17K	Buy	+797	New	+$18.1K	0.01%	478

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

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

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

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

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

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

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

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

High Net Worth Advisory Group's WDS Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Woodside Energy (WDS) in Q1 2023, closing a stake of 16 shares — an estimated $387 sold.

High Net Worth Advisory Group first reported a position in WDS in Q2 2022 and held it in 3 quarters. The position peaked at $17K in Q2 2022. 325 funds tracked by Wall St. Rank hold WDS as of Q1 2023.

High Net Worth Advisory Group reported no remaining Woodside Energy position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 16 Woodside Energy shares in Q1 2023, an estimated $387.
High Net Worth Advisory Group first reported a position in Woodside Energy in Q2 2022 and held it in 3 quarters.
High Net Worth Advisory Group's Woodside Energy position peaked at $17K in Q2 2022.
325 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.