Pekin Hardy Strauss’s Woodside Energy WDS Stock Holding History

Pekin Hardy Strauss’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
2023 Q4	–	Sell	-16,061	Closed	-$374K	–	336
2023 Q3	$374K	Sell	16,061 -131	-0.8%	-$3.19K	0.06%	214
2023 Q2	$375K	Sell	16,192 -866	-5%	-$19.8K	0.04%	214
2023 Q1	$383K	Hold	17,058	–	–	0.05%	213
2022 Q4	$413K	Sell	17,058 -483	-3%	-$11.5K	0.06%	208
2022 Q3	$354K	Sell	17,541 -2,607	-13%	-$57.5K	0.06%	218
2022 Q2	$434K	Buy	+20,148	New	+$457K	0.06%	213

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pekin Hardy Strauss's WDS Position: Q4 2023 in Review

Pekin Hardy Strauss sold out of Woodside Energy (WDS) in Q4 2023, closing a stake of 16,061 shares — an estimated $374K sold.

Pekin Hardy Strauss first reported a position in WDS in Q2 2022 and held it in 6 quarters. The position peaked at $434K in Q2 2022. 310 funds tracked by Wall St. Rank hold WDS as of Q4 2023.

Pekin Hardy Strauss reported no remaining Woodside Energy position as of Q4 2023 after selling out during the quarter.
Pekin Hardy Strauss sold 16,061 Woodside Energy shares in Q4 2023, an estimated $374K.
Pekin Hardy Strauss first reported a position in Woodside Energy in Q2 2022 and held it in 6 quarters.
Pekin Hardy Strauss's Woodside Energy position peaked at $434K in Q2 2022.
310 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2023.

Based on Pekin Hardy Strauss's 13F filing for Q4 2023, filed 5 Feb 2024.