Kozak & Associates’s Woodside Energy WDS Stock Holding History

Kozak & Associates’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	-30	Closed	-$658	–	413
2023 Q3	$658	Buy	+30	New	+$731	﹤0.01%	366

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

Kozak & Associates's WDS Position: Q4 2023 in Review

Kozak & Associates sold out of Woodside Energy (WDS) in Q4 2023, closing a stake of 30 shares — an estimated $658 sold.

Kozak & Associates first reported a position in WDS in Q3 2023 and held it in 1 quarter. The position peaked at $658 in Q3 2023. 310 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

Kozak & Associates reported no remaining Woodside Energy position as of Q4 2023 after selling out during the quarter.
Kozak & Associates sold 30 Woodside Energy shares in Q4 2023, an estimated $658.
Kozak & Associates first reported a position in Woodside Energy in Q3 2023 and held it in 1 quarter.
Kozak & Associates's Woodside Energy position peaked at $658 in Q3 2023.
310 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on Kozak & Associates's 13F filing for Q4 2023, filed 17 Jan 2024.