Sutton Wealth Advisors’s Woodside Energy WDS Stock Holding History

Sutton 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
2023 Q3	$5.94K	Hold	255	–	–	﹤0.01%	558
2023 Q2	$5.91K	Buy	+255	New	+$5.84K	﹤0.01%	537

Other funds holding WDS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

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

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

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

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

Sutton Wealth Advisors's WDS Position: Q3 2023 in Review

Sutton Wealth Advisors held its Woodside Energy (WDS) position steady in Q3 2023 at 255 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Sutton Wealth Advisors first reported a position in WDS in Q2 2023 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold WDS as of Q3 2023.

Sutton Wealth Advisors held 255 shares of Woodside Energy worth $5.94K as of Q3 2023.
Sutton Wealth Advisors left its Woodside Energy share count unchanged in Q3 2023.
Woodside Energy made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #558 holding.
Sutton Wealth Advisors first reported a position in Woodside Energy in Q2 2023 and has held it in 2 quarters since.
320 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.