Sageworth Trust Company of South Dakota’s Woodside Energy WDS Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q2	–	Sell	-20	Closed	-$449	–	208
2023 Q1	$449	Sell	20 -78	-80%	-$1.87K	﹤0.01%	228
2022 Q4	$2K	Hold	98	–	–	﹤0.01%	219
2022 Q3	$2K	Sell	98 -80	-45%	-$1.76K	﹤0.01%	204
2022 Q2	$4K	Buy	+178	New	+$4.03K	0.01%	270

Other funds holding WDS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota's WDS Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Woodside Energy (WDS) in Q2 2023, closing a stake of 20 shares — an estimated $449 sold.

Sageworth Trust Company of South Dakota first reported a position in WDS in Q2 2022 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 318 funds tracked by Wall St. Rank hold WDS as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Woodside Energy position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 20 Woodside Energy shares in Q2 2023, an estimated $449.
Sageworth Trust Company of South Dakota first reported a position in Woodside Energy in Q2 2022 and held it in 4 quarters.
Sageworth Trust Company of South Dakota's Woodside Energy position peaked at $4K in Q2 2022.
318 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.