IFP Advisors’s Woodside Energy WDS Stock Holding History

IFP Advisors’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
2026 Q1	$2.2K	Buy	92 +70	+318%	+$1.36K	﹤0.01%	3926
2025 Q4	$343	Hold	22	–	–	﹤0.01%	4371
2025 Q3	$331	Sell	22 -71	-76%	-$1.17K	﹤0.01%	4281
2025 Q2	$1.43K	Sell	93 -30	-24%	-$420	﹤0.01%	4053
2025 Q1	$1.78K	Sell	123 -176	-59%	-$2.68K	﹤0.01%	3179
2024 Q4	$4.67K	Sell	299 -13	-4%	-$208	﹤0.01%	2823
2024 Q3	$5.38K	Sell	312 -156	-33%	-$2.77K	﹤0.01%	2643
2024 Q2	$8.8K	Buy	468 +368	+368%	+$6.85K	﹤0.01%	2383
2024 Q1	$2K	Buy	100 +1	+1%	+$20	﹤0.01%	2691
2023 Q4	$2.09K	Sell	99 -60	-38%	-$1.28K	﹤0.01%	2669
2023 Q3	$3.7K	Buy	159 +25	+19%	+$609	﹤0.01%	2624
2023 Q2	$3.11K	Hold	134	–	–	﹤0.01%	2719
2023 Q1	$3.27K	Sell	134 -198	-60%	-$4.76K	﹤0.01%	2733
2022 Q4	$15K	Sell	332 -870	-72%	-$20.6K	﹤0.01%	3126
2022 Q3	$78K	Sell	1,202 -98	-8%	-$2.16K	﹤0.01%	2035
2022 Q2	$79K	Buy	+1,300	New	+$29.5K	﹤0.01%	1852

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return