RFG
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RFP Financial Group’s Woodside Energy WDS Stock Holding History

RFP Financial Group’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 		– Sell
-225
Closed -$4.23K – 797
2024
Q2 		$4.23K Hold
225
– – ﹤0.01% 602
2024
Q1 		$4.49K Sell
225
-77
-25% -$1.56K ﹤0.01% 550
2023
Q4 		$6.37K Buy
302
+225
+292% +$4.79K ﹤0.01% 494
2023
Q3 		$1.79K Hold
77
– – ﹤0.01% 675
2023
Q2 		$1.79K Hold
77
– – ﹤0.01% 719
2023
Q1 		$1.73K Hold
77
– – ﹤0.01% 544
2022
Q4 		$1.86K Buy
+77
New +$1.83K ﹤0.01% 676

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 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