High Note Wealth’s Woodside Energy WDS Stock Holding History

High Note Wealth’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
2025 Q1	–	Sell	-8	Closed	-$122	–	977
2024 Q4	$125	Buy	+8	New	+$128	﹤0.01%	864

Other funds holding WDS

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

High Note Wealth's WDS Position: Q1 2025 in Review

High Note Wealth sold out of Woodside Energy (WDS) in Q1 2025, closing a stake of 8 shares — an estimated $122 sold.

High Note Wealth first reported a position in WDS in Q4 2024 and held it in 1 quarter. The position peaked at $125 in Q4 2024. 267 funds tracked by Wall St. Rank hold WDS as of Q1 2025.

High Note Wealth reported no remaining Woodside Energy position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 8 Woodside Energy shares in Q1 2025, an estimated $122.
High Note Wealth first reported a position in Woodside Energy in Q4 2024 and held it in 1 quarter.
High Note Wealth's Woodside Energy position peaked at $125 in Q4 2024.
267 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.