Kingswood Wealth Advisors’s Woodside Energy WDS Stock Holding History

Kingswood 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 Q4	–	Sell	-9,544	Closed	-$222K	–	673
2023 Q3	$222K	Buy	+9,544	New	+$232K	0.04%	371

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kingswood Wealth Advisors's WDS Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of Woodside Energy (WDS) in Q4 2023, closing a stake of 9,544 shares — an estimated $222K sold.

Kingswood Wealth Advisors first reported a position in WDS in Q3 2023 and held it in 1 quarter. The position peaked at $222K in Q3 2023. 310 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

Kingswood Wealth Advisors reported no remaining Woodside Energy position as of Q4 2023 after selling out during the quarter.
Kingswood Wealth Advisors sold 9,544 Woodside Energy shares in Q4 2023, an estimated $222K.
Kingswood Wealth Advisors first reported a position in Woodside Energy in Q3 2023 and held it in 1 quarter.
Kingswood Wealth Advisors's Woodside Energy position peaked at $222K in Q3 2023.
310 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.