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Total Clarity Wealth Management’s Woodside Energy WDS Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-3,854
Closed -$83K – 971
2022
Q2 		$83K Buy
+3,854
New +$87.3K 0.04% 340

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Total Clarity Wealth Management's WDS Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Woodside Energy (WDS) in Q3 2022, closing a stake of 3,854 shares — an estimated $83K sold.

Total Clarity Wealth Management first reported a position in WDS in Q2 2022 and held it in 1 quarter. The position peaked at $83K in Q2 2022. 307 funds tracked by Wall St. Rank hold WDS as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Woodside Energy position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 3,854 Woodside Energy shares in Q3 2022, an estimated $83K.
  • Total Clarity Wealth Management first reported a position in Woodside Energy in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Woodside Energy position peaked at $83K in Q2 2022.
  • 307 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.