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Sterling Investment Advisors (Pennsylvania)’s Woodside Energy WDS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-252
Closed -$5K – 523
2022
Q2 		$5K Buy
+252
New +$5.71K ﹤0.01% 460

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WDS Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Woodside Energy (WDS) in Q3 2022, closing a stake of 252 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WDS in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 308 funds tracked by Wall St. Rank hold WDS as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Woodside Energy position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 252 Woodside Energy shares in Q3 2022, an estimated $5K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Woodside Energy in Q2 2022 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Woodside Energy position peaked at $5K in Q2 2022.
  • 308 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.