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Householder Group Estate & Retirement Specialist’s Woodside Energy WDS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-22
Closed -$439 – 1349
2024
Q1 		$439 Hold
22
– – ﹤0.01% 1165
2023
Q4 		$0 Hold
22
– – ﹤0.01% 1349
2023
Q3 		$512 Buy
+22
New +$536 ﹤0.01% 1183
2023
Q1 		$0 Buy
+22
New +$529 ﹤0.01% 1312

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WDS Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 22 shares — an estimated $439 sold.

Householder Group Estate & Retirement Specialist first reported a position in WDS in Q1 2023 and held it in 4 quarters. The position peaked at $512 in Q3 2023. 284 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 22 Woodside Energy shares in Q2 2024, an estimated $439.
  • Householder Group Estate & Retirement Specialist first reported a position in Woodside Energy in Q1 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Woodside Energy position peaked at $512 in Q3 2023.
  • 284 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.