SOA Wealth Advisors’s Woodside Energy WDS Stock Holding History

SOA Wealth 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 Q3	–	Sell	-144	Closed	-$2.22K	–	932
2025 Q2	$2.22K	Hold	144	–	–	﹤0.01%	706
2025 Q1	$2.09K	Hold	144	–	–	﹤0.01%	699
2024 Q4	$2.25K	Hold	144	–	–	﹤0.01%	676
2024 Q3	$2.48K	Hold	144	–	–	﹤0.01%	653
2024 Q2	$2.71K	Hold	144	–	–	﹤0.01%	653
2024 Q1	$2.88K	Hold	144	–	–	﹤0.01%	666
2023 Q4	$3.04K	Hold	144	–	–	﹤0.01%	652
2023 Q3	$3.35K	Hold	144	–	–	﹤0.01%	660
2023 Q2	$3.34K	Hold	144	–	–	﹤0.01%	667
2023 Q1	$3.23K	Hold	144	–	–	﹤0.01%	674
2022 Q4	$3.49K	Hold	144	–	–	﹤0.01%	669
2022 Q3	$2K	Hold	144	–	–	﹤0.01%	737
2022 Q2	$3K	Buy	+144	New	+$3.26K	﹤0.01%	670

Other funds holding WDS

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

SOA Wealth Advisors's WDS Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Woodside Energy (WDS) in Q3 2025, closing a stake of 144 shares — an estimated $2.22K sold.

SOA Wealth Advisors first reported a position in WDS in Q2 2022 and held it in 13 quarters. The position peaked at $3.49K in Q4 2022. 256 funds tracked by Wall St. Rank hold WDS as of Q3 2025.

SOA Wealth Advisors reported no remaining Woodside Energy position as of Q3 2025 after selling out during the quarter.
SOA Wealth Advisors sold 144 Woodside Energy shares in Q3 2025, an estimated $2.22K.
SOA Wealth Advisors first reported a position in Woodside Energy in Q2 2022 and held it in 13 quarters.
SOA Wealth Advisors's Woodside Energy position peaked at $3.49K in Q4 2022.
256 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.