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Optimum Investment Advisors’s Woodside Energy WDS Stock Holding History

Optimum Investment 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
Q3 		– Sell
-108
Closed -$2.03K – 661
2024
Q2 		$2.03K Sell
108
-162
-60% -$3.01K ﹤0.01% 595
2024
Q1 		$5.39K Hold
270
– – ﹤0.01% 566
2023
Q4 		$5.69K Hold
270
– – ﹤0.01% 554
2023
Q3 		$6.29K Hold
270
– – ﹤0.01% 590
2023
Q2 		$6.26K Hold
270
– – ﹤0.01% 589
2023
Q1 		$6.06K Hold
270
– – ﹤0.01% 604
2022
Q4 		$6.54K Sell
270
-90
-25% -$2.13K ﹤0.01% 604
2022
Q3 		$7K Hold
360
– – ﹤0.01% 626
2022
Q2 		$8K Buy
+360
New +$8.16K ﹤0.01% 632

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

Optimum Investment Advisors's WDS Position: Q3 2024 in Review

Optimum Investment Advisors sold out of Woodside Energy (WDS) in Q3 2024, closing a stake of 108 shares — an estimated $2.03K sold.

Optimum Investment Advisors first reported a position in WDS in Q2 2022 and held it in 9 quarters. The position peaked at $8K in Q2 2022. 268 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

  • Optimum Investment Advisors reported no remaining Woodside Energy position as of Q3 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 108 Woodside Energy shares in Q3 2024, an estimated $2.03K.
  • Optimum Investment Advisors first reported a position in Woodside Energy in Q2 2022 and held it in 9 quarters.
  • Optimum Investment Advisors's Woodside Energy position peaked at $8K in Q2 2022.
  • 268 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.