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SYSTM Wealth Solutions’s Woodside Energy WDS Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-369
Closed -$7.41K – 965
2024
Q1 		$7.41K Sell
369
-1,547
-81% -$31.3K ﹤0.01% 799
2023
Q4 		$40.4K Buy
+1,916
New +$40.8K 0.01% 613

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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
ABC
Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 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

SYSTM Wealth Solutions's WDS Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Woodside Energy (WDS) in Q2 2024, closing a stake of 369 shares — an estimated $7.41K sold.

SYSTM Wealth Solutions first reported a position in WDS in Q4 2023 and held it in 2 quarters. The position peaked at $40.4K in Q4 2023. 283 funds tracked by Wall St. Rank hold WDS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Woodside Energy position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 369 Woodside Energy shares in Q2 2024, an estimated $7.41K.
  • SYSTM Wealth Solutions first reported a position in Woodside Energy in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Woodside Energy position peaked at $40.4K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.