The Family Firm’s Woodside Energy WDS Stock Holding History

The Family Firm’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 Q3	–	Sell	-62	Closed	-$1.17K	–	842
2024 Q2	$1.17K	Buy	+62	New	+$1.15K	﹤0.01%	826

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

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

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

ABC

Associated Banc-Corp Green Bay, Wisconsin $3.78B AUM 21.74% 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

The Family Firm's WDS Position: Q3 2024 in Review

The Family Firm sold out of Woodside Energy (WDS) in Q3 2024, closing a stake of 62 shares — an estimated $1.17K sold.

The Family Firm first reported a position in WDS in Q2 2024 and held it in 1 quarter. The position peaked at $1.17K in Q2 2024. 267 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

The Family Firm reported no remaining Woodside Energy position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 62 Woodside Energy shares in Q3 2024, an estimated $1.17K.
The Family Firm first reported a position in Woodside Energy in Q2 2024 and held it in 1 quarter.
The Family Firm's Woodside Energy position peaked at $1.17K in Q2 2024.
267 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.