KFS
WDS icon

Kelly Financial Services’s Woodside Energy WDS Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-14
Closed -$339 – 730
2022
Q4 		$339 Hold
14
– – ﹤0.01% 625
2022
Q3 		$282 Hold
14
– – ﹤0.01% 640
2022
Q2 		$302 Buy
+14
New +$317 ﹤0.01% 627

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Kelly Financial Services's WDS Position: Q1 2023 in Review

Kelly Financial Services sold out of Woodside Energy (WDS) in Q1 2023, closing a stake of 14 shares — an estimated $339 sold.

Kelly Financial Services first reported a position in WDS in Q2 2022 and held it in 3 quarters. The position peaked at $339 in Q4 2022. 325 funds tracked by Wall St. Rank hold WDS as of Q1 2023.

  • Kelly Financial Services reported no remaining Woodside Energy position as of Q1 2023 after selling out during the quarter.
  • Kelly Financial Services sold 14 Woodside Energy shares in Q1 2023, an estimated $339.
  • Kelly Financial Services first reported a position in Woodside Energy in Q2 2022 and held it in 3 quarters.
  • Kelly Financial Services's Woodside Energy position peaked at $339 in Q4 2022.
  • 325 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.