SW
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SVB Wealth’s Woodside Energy WDS Stock Holding History

SVB Wealth’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
Q4 		– Sell
-12,666
Closed -$295K – 952
2023
Q3 		$295K Sell
12,666
-1,162
-8% -$28.3K 0.01% 617
2023
Q2 		$321K Buy
13,828
+2,943
+27% +$67.4K 0.01% 641
2023
Q1 		$244K Sell
10,885
-2,822
-21% -$67.8K ﹤0.01% 813
2022
Q4 		$332K Buy
13,707
+2,684
+24% +$63.7K ﹤0.01% 704
2022
Q3 		$222K Buy
+11,023
New +$243K ﹤0.01% 816

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return