Private Ocean’s Woodside Energy WDS Stock Holding History

Private Ocean’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 Q4	–	Sell	-67	Closed	-$1K	–	641
2022 Q3	$1K	Buy	67 +65	+3,250%	+$1.43K	﹤0.01%	521
2022 Q2	$0	Buy	+2	New	+$45	﹤0.01%	676

Other funds holding WDS

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Private Ocean's WDS Position: Q4 2022 in Review

Private Ocean sold out of Woodside Energy (WDS) in Q4 2022, closing a stake of 67 shares — an estimated $1K sold.

Private Ocean first reported a position in WDS in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 340 funds tracked by Wall St. Rank hold WDS as of Q4 2022.

Private Ocean reported no remaining Woodside Energy position as of Q4 2022 after selling out during the quarter.
Private Ocean sold 67 Woodside Energy shares in Q4 2022, an estimated $1K.
Private Ocean first reported a position in Woodside Energy in Q2 2022 and held it in 2 quarters.
Private Ocean's Woodside Energy position peaked at $1K in Q3 2022.
340 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.