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Newbridge Financial Services Group’s Woodside Energy WDS Stock Holding History

Newbridge Financial Services Group’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
Q3 		– Sell
-338
Closed -$6.36K – 1113
2024
Q2 		$6.36K Hold
338
– – ﹤0.01% 789
2024
Q1 		$6.75K Sell
338
-42
-11% -$850 ﹤0.01% 844
2023
Q4 		$8.01K Hold
380
– – ﹤0.01% 785
2023
Q3 		$8.85K Sell
380
-289
-43% -$7.04K ﹤0.01% 848
2023
Q2 		$15.5K Hold
669
– – 0.01% 772
2023
Q1 		$15K Hold
669
– – 0.01% 808
2022
Q4 		$16.2K Hold
669
– – 0.01% 796
2022
Q3 		$13K Hold
669
– – 0.01% 824
2022
Q2 		$14K Buy
+669
New +$15.2K 0.01% 767

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Newbridge Financial Services Group's WDS Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Woodside Energy (WDS) in Q3 2024, closing a stake of 338 shares — an estimated $6.36K sold.

Newbridge Financial Services Group first reported a position in WDS in Q2 2022 and held it in 9 quarters. The position peaked at $16.2K in Q4 2022. 269 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining Woodside Energy position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 338 Woodside Energy shares in Q3 2024, an estimated $6.36K.
  • Newbridge Financial Services Group first reported a position in Woodside Energy in Q2 2022 and held it in 9 quarters.
  • Newbridge Financial Services Group's Woodside Energy position peaked at $16.2K in Q4 2022.
  • 269 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.