Lee Financial’s Woodside Energy WDS Stock Holding History

Lee Financial’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 Q1	–	Sell	-180	Closed	-$3.8K	–	818
2023 Q4	$3.8K	Hold	180	–	–	﹤0.01%	601
2023 Q3	$4.19K	Hold	180	–	–	﹤0.01%	551
2023 Q2	$4.17K	Hold	180	–	–	﹤0.01%	536
2023 Q1	$4.3K	Hold	180	–	–	﹤0.01%	551
2022 Q4	$4.36K	Hold	180	–	–	﹤0.01%	567
2022 Q3	$4K	Hold	180	–	–	﹤0.01%	597
2022 Q2	$4K	Buy	+180	New	+$4.08K	﹤0.01%	604

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Lee Financial's WDS Position: Q1 2024 in Review

Lee Financial sold out of Woodside Energy (WDS) in Q1 2024, closing a stake of 180 shares — an estimated $3.8K sold.

Lee Financial first reported a position in WDS in Q2 2022 and held it in 7 quarters. The position peaked at $4.36K in Q4 2022. 303 funds tracked by Wall St. Rank hold WDS as of Q1 2024.

Lee Financial reported no remaining Woodside Energy position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 180 Woodside Energy shares in Q1 2024, an estimated $3.8K.
Lee Financial first reported a position in Woodside Energy in Q2 2022 and held it in 7 quarters.
Lee Financial's Woodside Energy position peaked at $4.36K in Q4 2022.
303 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.