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Northwest Financial Advisors’s Woodside Energy WDS Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-1
Closed -$17 – 545
2024
Q3 		$17 Buy
+1
New +$18 ﹤0.01% 565

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Northern Trust
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Dimensional Fund Advisors
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ABC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Financial Advisors's WDS Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 1 share — an estimated $17 sold.

Northwest Financial Advisors first reported a position in WDS in Q3 2024 and held it in 1 quarter. The position peaked at $17 in Q3 2024. 273 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1 Woodside Energy share in Q4 2024, an estimated $17.
  • Northwest Financial Advisors first reported a position in Woodside Energy in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Woodside Energy position peaked at $17 in Q3 2024.
  • 273 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.