Jamison Private Wealth Management’s Woodside Energy WDS Stock Holding History

Jamison Private 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
2024 Q4	–	Sell	-139	Closed	-$2.4K	–	485
2024 Q3	$2.4K	Buy	139 +113	+435%	+$2K	﹤0.01%	416
2024 Q2	$490	Sell	26 -45	-63%	-$837	﹤0.01%	407
2024 Q1	$1.42K	Hold	71	–	–	﹤0.01%	408
2023 Q4	$1.5K	Hold	71	–	–	﹤0.01%	377
2023 Q3	$1.65K	Buy	+71	New	+$1.73K	﹤0.01%	365

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

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

Jamison Private Wealth Management's WDS Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 139 shares — an estimated $2.4K sold.

Jamison Private Wealth Management first reported a position in WDS in Q3 2023 and held it in 5 quarters. The position peaked at $2.4K in Q3 2024. 274 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

Jamison Private Wealth Management reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 139 Woodside Energy shares in Q4 2024, an estimated $2.4K.
Jamison Private Wealth Management first reported a position in Woodside Energy in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Woodside Energy position peaked at $2.4K in Q3 2024.
274 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.