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Pacific Capital Wealth Advisors’s Woodside Energy WDS Stock Holding History

Pacific Capital Wealth 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
Q2 		– Sell
-97
Closed -$1.94K – 674
2024
Q1 		$1.94K Buy
+97
New +$1.96K ﹤0.01% 441

Other funds holding WDS

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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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pacific Capital Wealth Advisors's WDS Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 97 shares — an estimated $1.94K sold.

Pacific Capital Wealth Advisors first reported a position in WDS in Q1 2024 and held it in 1 quarter. The position peaked at $1.94K in Q1 2024. 285 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 97 Woodside Energy shares in Q2 2024, an estimated $1.94K.
  • Pacific Capital Wealth Advisors first reported a position in Woodside Energy in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Woodside Energy position peaked at $1.94K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.