Sugarloaf Wealth Management’s Woodside Energy WDS Stock Holding History

Sugarloaf 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
2024 Q4	$4.85K	Buy	311 +11	+4%	+$176	﹤0.01%	577
2024 Q3	$5.17K	Hold	300	–	–	﹤0.01%	564
2024 Q2	$5.64K	Buy	300 +9	+3%	+$167	﹤0.01%	525
2024 Q1	$5.82K	Hold	291	–	–	﹤0.01%	528
2023 Q4	$6.15K	Buy	291 +9	+3%	+$192	﹤0.01%	529
2023 Q3	$6.57K	Hold	282	–	–	﹤0.01%	514
2023 Q2	$6.54K	Buy	+282	New	+$6.46K	﹤0.01%	523

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's WDS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Woodside Energy (WDS) stake by 3.7% in Q4 2024, buying an estimated $176 and bringing the position to 311 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Sugarloaf Wealth Management first reported a position in WDS in Q2 2023 and has held it in 7 quarters since. The position peaked at $6.57K in Q3 2023. 273 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

Sugarloaf Wealth Management held 311 shares of Woodside Energy worth $4.85K as of Q4 2024.
Sugarloaf Wealth Management bought 11 Woodside Energy shares in Q4 2024, an estimated $176.
Woodside Energy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #577 holding.
Sugarloaf Wealth Management first reported a position in Woodside Energy in Q2 2023 and has held it in 7 quarters since.
Sugarloaf Wealth Management's Woodside Energy position peaked at $6.57K in Q3 2023.
273 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.