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Rise Advisors’s Woodside Energy WDS Stock Holding History

Rise 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
Q1 		– Sell
-864
Closed -$13.5K – 1571
2024
Q4 		$13.5K Buy
864
+31
+4% +$497 0.01% 878
2024
Q3 		$14.4K Hold
833
– – 0.01% 884
2024
Q2 		$15.7K Buy
833
+23
+3% +$428 0.01% 800
2024
Q1 		$16.2K Buy
+810
New +$16.4K 0.01% 809

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rise Advisors's WDS Position: Q1 2025 in Review

Rise Advisors sold out of Woodside Energy (WDS) in Q1 2025, closing a stake of 864 shares — an estimated $13.5K sold.

Rise Advisors first reported a position in WDS in Q1 2024 and held it in 4 quarters. The position peaked at $16.2K in Q1 2024. 267 funds tracked by Wall St. Rank hold WDS as of Q1 2025.

  • Rise Advisors reported no remaining Woodside Energy position as of Q1 2025 after selling out during the quarter.
  • Rise Advisors sold 864 Woodside Energy shares in Q1 2025, an estimated $13.5K.
  • Rise Advisors first reported a position in Woodside Energy in Q1 2024 and held it in 4 quarters.
  • Rise Advisors's Woodside Energy position peaked at $16.2K in Q1 2024.
  • 267 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.