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Patriot Financial Group Insurance Agency’s Woodside Energy WDS Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-684
Closed -$15K – 1934
2022
Q2 		$15K Buy
+684
New +$15.5K ﹤0.01% 1118

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HL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WDS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Woodside Energy (WDS) in Q3 2022, closing a stake of 684 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in WDS in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 308 funds tracked by Wall St. Rank hold WDS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Woodside Energy position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 684 Woodside Energy shares in Q3 2022, an estimated $15K.
  • Patriot Financial Group Insurance Agency first reported a position in Woodside Energy in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Woodside Energy position peaked at $15K in Q2 2022.
  • 308 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.