Planning Capital Management Corporation’s Woodside Energy WDS Stock Holding History

Planning Capital Management Corporation’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	$1.31K	Buy	+76	New	+$1.35K	﹤0.01%	616

Other funds holding WDS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Planning Capital Management Corporation's WDS Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Woodside Energy (WDS) in Q3 2024: 76 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

268 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

Planning Capital Management Corporation held 76 shares of Woodside Energy worth $1.31K as of Q3 2024.
Woodside Energy was a new Planning Capital Management Corporation position in Q3 2024.
Woodside Energy made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #616 holding.
268 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.