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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

Janiczek Wealth Management's WDS Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Woodside Energy (WDS) stake by 39% in Q2 2024, selling an estimated $36.7K and leaving 3,090 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #380.

Janiczek Wealth Management first reported a position in WDS in Q2 2022 and has held it in 9 quarters since. The position peaked at $102K in Q4 2023. 284 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

Janiczek Wealth Management held 3,090 shares of Woodside Energy worth $58.1K as of Q2 2024.
Janiczek Wealth Management sold 1,973 Woodside Energy shares in Q2 2024, an estimated $36.7K.
Woodside Energy made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #380 holding.
Janiczek Wealth Management first reported a position in Woodside Energy in Q2 2022 and has held it in 9 quarters since.
Janiczek Wealth Management's Woodside Energy position peaked at $102K in Q4 2023.
284 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.