JP Morgan Private Wealth Advisors’s Woodside Energy WDS Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$479K	Buy	+20,570	New	+$501K	﹤0.01%	1265
2023 Q2	–	Sell	-28,166	Closed	-$632K	–	1918
2023 Q1	$632K	Buy	28,166 +628	+2%	+$15.1K	﹤0.01%	1370
2022 Q4	$667K	Sell	27,538 -566	-2%	-$13.4K	﹤0.01%	1334
2022 Q3	$567K	Sell	28,104 -21,468	-43%	-$473K	﹤0.01%	1405
2022 Q2	$1.07M	Buy	+49,572	New	+$1.12M	﹤0.01%	1119

Other funds holding WDS

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's WDS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Woodside Energy (WDS) in Q3 2023: 20,570 shares worth $479K. The stake represents ﹤0.01% of the portfolio and ranks #1265 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in WDS as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in WDS in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.07M in Q2 2022. 320 funds tracked by Wall St. Rank hold WDS as of Q3 2023.

JP Morgan Private Wealth Advisors held 20,570 shares of Woodside Energy worth $479K as of Q3 2023.
Woodside Energy was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Woodside Energy made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1265 holding.
JP Morgan Private Wealth Advisors first reported a position in Woodside Energy in Q2 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's Woodside Energy position peaked at $1.07M in Q2 2022.
320 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.