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ICA Group Wealth Management’s Woodside Energy WDS Stock Holding History

ICA Group Wealth 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
2023
Q1 		– Sell
-90
Closed -$2.18K – 1376
2022
Q4 		$2.18K Buy
+90
New +$2.13K ﹤0.01% 1093

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ICA Group Wealth Management's WDS Position: Q1 2023 in Review

ICA Group Wealth Management sold out of Woodside Energy (WDS) in Q1 2023, closing a stake of 90 shares — an estimated $2.18K sold.

ICA Group Wealth Management first reported a position in WDS in Q4 2022 and held it in 1 quarter. The position peaked at $2.18K in Q4 2022. 325 funds tracked by Wall St. Rank hold WDS as of Q1 2023.

  • ICA Group Wealth Management reported no remaining Woodside Energy position as of Q1 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 90 Woodside Energy shares in Q1 2023, an estimated $2.18K.
  • ICA Group Wealth Management first reported a position in Woodside Energy in Q4 2022 and held it in 1 quarter.
  • ICA Group Wealth Management's Woodside Energy position peaked at $2.18K in Q4 2022.
  • 325 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2023.

Based on ICA Group Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.