JWM
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Janiczek Wealth Management’s Woodside Energy WDS Stock Holding History

Janiczek 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
Q2 		$58.1K Sell
3,090
-1,973
-39% -$36.7K 0.01% 380
2024
Q1 		$101K Buy
5,063
+205
+4% +$4.15K 0.02% 288
2023
Q4 		$102K Buy
4,858
+1,098
+29% +$23.4K 0.02% 260
2023
Q3 		$87.6K Hold
3,760
– – 0.02% 264
2023
Q2 		$87.2K Buy
3,760
+1,274
+51% +$29.2K 0.02% 237
2023
Q1 		$57.9K Buy
2,486
+231
+10% +$5.55K 0.02% 296
2022
Q4 		$57.8K Buy
2,255
+117
+5% +$2.77K 0.02% 296
2022
Q3 		$46K Sell
2,138
-438
-17% -$9.65K 0.02% 321
2022
Q2 		$59K Buy
+2,576
New +$58.4K 0.02% 285

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 $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $3.78B AUM 21.74% 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