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TrustCore Financial Services’s Woodside Energy WDS Stock Holding History

TrustCore Financial Services’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
Q4 		– Sell
-50
Closed -$1K – 1162
2022
Q3 		$1K Sell
50
-130
-72% -$2.87K ﹤0.01% 1031
2022
Q2 		$4K Buy
+180
New +$4.08K ﹤0.01% 893

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TrustCore Financial Services's WDS Position: Q4 2022 in Review

TrustCore Financial Services sold out of Woodside Energy (WDS) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in WDS in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 341 funds tracked by Wall St. Rank hold WDS as of Q4 2022.

  • TrustCore Financial Services reported no remaining Woodside Energy position as of Q4 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 50 Woodside Energy shares in Q4 2022, an estimated $1K.
  • TrustCore Financial Services first reported a position in Woodside Energy in Q2 2022 and held it in 2 quarters.
  • TrustCore Financial Services's Woodside Energy position peaked at $4K in Q2 2022.
  • 341 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.