PWA
WDS icon

Provenance Wealth Advisors’s Woodside Energy WDS Stock Holding History

Provenance 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
2025
Q2 		– Sell
-23
Closed -$333 – 549
2025
Q1 		$333 Hold
23
– – ﹤0.01% 527
2024
Q4 		$359 Hold
23
– – ﹤0.01% 546
2024
Q3 		$397 Hold
23
– – ﹤0.01% 586
2024
Q2 		$433 Sell
23
-119
-84% -$2.21K ﹤0.01% 501
2024
Q1 		$2.84K Hold
142
– – ﹤0.01% 378
2023
Q4 		$3K Buy
142
+118
+492% +$2.51K ﹤0.01% 404
2023
Q3 		$559 Buy
+24
New +$585 ﹤0.01% 456

Other funds holding WDS

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return