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SeaCrest Wealth Management’s Woodside Energy WDS Stock Holding History

SeaCrest Wealth Management’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
2022
Q3 		– Sell
-729
Closed -$16K – 1527
2022
Q2 		$16K Buy
+729
New +$16.5K ﹤0.01% 1581

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SeaCrest Wealth Management's WDS Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Woodside Energy (WDS) in Q3 2022, closing a stake of 729 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in WDS in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 307 funds tracked by Wall St. Rank hold WDS as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Woodside Energy position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 729 Woodside Energy shares in Q3 2022, an estimated $16K.
  • SeaCrest Wealth Management first reported a position in Woodside Energy in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Woodside Energy position peaked at $16K in Q2 2022.
  • 307 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.