Truist Financial

Truist Financial’s Woodside Energy WDS Stock Holding History

Truist Financial’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
2026 Q1	$2.17M	Buy	+91,035	New	+$1.77M	﹤0.01%	1272
2025 Q3	–	Sell	-11,960	Closed	-$185K	–	2799
2025 Q2	$185K	Sell	11,960 -3,258	-21%	-$45.6K	﹤0.01%	2434
2025 Q1	$221K	Sell	15,218 -54,864	-78%	-$835K	﹤0.01%	2318
2024 Q4	$1.09M	Sell	70,082 -21,645	-24%	-$347K	﹤0.01%	1512
2024 Q3	$1.58M	Sell	91,727 -3,315	-3%	-$58.8K	﹤0.01%	1334
2024 Q2	$1.79M	Buy	95,042 +2,564	+3%	+$47.7K	﹤0.01%	1328
2024 Q1	$1.85M	Buy	92,478 +6,773	+8%	+$137K	﹤0.01%	1325
2023 Q4	$1.81M	Sell	85,705 -26,988	-24%	-$575K	﹤0.01%	1303
2023 Q3	$2.62M	Sell	112,693 -12,063	-10%	-$294K	﹤0.01%	1103
2023 Q2	$2.89M	Sell	124,756 -5,377	-4%	-$123K	﹤0.01%	1081
2023 Q1	$2.92M	Buy	130,133 +1,347	+1%	+$32.4K	0.01%	1053
2022 Q4	$3.12M	Sell	128,786 -6,584	-5%	-$156K	0.01%	1011
2022 Q3	$2.73M	Buy	135,370 +11,834	+10%	+$261K	0.01%	1025
2022 Q2	$2.66M	Buy	+123,536	New	+$2.8M	﹤0.01%	1080

Other funds holding WDS

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return