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Okabena Investment Services’s Woodside Energy WDS Stock Holding History

Okabena Investment Services’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
2022
Q4 		– Sell
-963
Closed -$19K – 251
2022
Q3 		$19K Buy
+963
New +$21.2K 0.01% 146

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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Okabena Investment Services's WDS Position: Q4 2022 in Review

Okabena Investment Services sold out of Woodside Energy (WDS) in Q4 2022, closing a stake of 963 shares — an estimated $19K sold.

Okabena Investment Services first reported a position in WDS in Q3 2022 and held it in 1 quarter. The position peaked at $19K in Q3 2022. 340 funds tracked by Wall St. Rank hold WDS as of Q4 2022.

  • Okabena Investment Services reported no remaining Woodside Energy position as of Q4 2022 after selling out during the quarter.
  • Okabena Investment Services sold 963 Woodside Energy shares in Q4 2022, an estimated $19K.
  • Okabena Investment Services first reported a position in Woodside Energy in Q3 2022 and held it in 1 quarter.
  • Okabena Investment Services's Woodside Energy position peaked at $19K in Q3 2022.
  • 340 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2022.

Based on Okabena Investment Services's 13F filing for Q4 2022, filed 8 Feb 2023.