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 $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments

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

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return