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Schechter Investment Advisors’s Woodside Energy WDS Stock Holding History

Schechter Investment 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
2023
Q1 		– Sell
-10,659
Closed -$258K – 740
2022
Q4 		$258K Buy
10,659
+680
+7% +$16.1K 0.02% 679
2022
Q3 		$201K Sell
9,979
-83
-0.8% -$1.83K 0.02% 841
2022
Q2 		$217K Buy
+10,062
New +$228K 0.02% 823

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Schechter Investment Advisors's WDS Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Woodside Energy (WDS) in Q1 2023, closing a stake of 10,659 shares — an estimated $258K sold.

Schechter Investment Advisors first reported a position in WDS in Q2 2022 and held it in 3 quarters. The position peaked at $258K in Q4 2022. 325 funds tracked by Wall St. Rank hold WDS as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Woodside Energy position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 10,659 Woodside Energy shares in Q1 2023, an estimated $258K.
  • Schechter Investment Advisors first reported a position in Woodside Energy in Q2 2022 and held it in 3 quarters.
  • Schechter Investment Advisors's Woodside Energy position peaked at $258K in Q4 2022.
  • 325 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.