Ruggaard & Associates’s Woodside Energy WDS Stock Holding History

Ruggaard & Associates’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 Q2	–	Sell	-12,715	Closed	-$254K	–	121
2024 Q1	$254K	Sell	12,715 -308	-2%	-$6.23K	0.12%	102
2023 Q4	$275K	Sell	13,023 -504	-4%	-$10.7K	0.15%	94
2023 Q3	$315K	Buy	13,527 +700	+5%	+$17.1K	0.19%	77
2023 Q2	$297K	Buy	12,827 +3,300	+35%	+$75.6K	0.17%	82
2023 Q1	$214K	Buy	+9,527	New	+$229K	0.13%	98

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ABC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ruggaard & Associates's WDS Position: Q2 2024 in Review

Ruggaard & Associates sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 12,715 shares — an estimated $254K sold.

Ruggaard & Associates first reported a position in WDS in Q1 2023 and held it in 5 quarters. The position peaked at $315K in Q3 2023. 285 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

Ruggaard & Associates reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
Ruggaard & Associates sold 12,715 Woodside Energy shares in Q2 2024, an estimated $254K.
Ruggaard & Associates first reported a position in Woodside Energy in Q1 2023 and held it in 5 quarters.
Ruggaard & Associates's Woodside Energy position peaked at $315K in Q3 2023.
285 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on Ruggaard & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.