Tyler-Stone Wealth Management’s Woodside Energy WDS Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-107	Closed	-$2.01K	–	945
2024 Q2	$2.01K	Hold	107	–	–	﹤0.01%	850
2024 Q1	$2.14K	Sell	107 -138	-56%	-$2.79K	﹤0.01%	844
2023 Q4	$5.17K	Hold	245	–	–	﹤0.01%	725
2023 Q3	$6K	Hold	245	–	–	﹤0.01%	697
2023 Q2	$6K	Buy	+245	New	+$5.61K	﹤0.01%	689
2022 Q4	$7K	Hold	272	–	–	﹤0.01%	622
2022 Q3	$5K	Hold	272	–	–	﹤0.01%	654
2022 Q2	$6K	Buy	+272	New	+$6.16K	﹤0.01%	649

Other funds holding WDS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Tyler-Stone Wealth Management's WDS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Woodside Energy (WDS) in Q3 2024, closing a stake of 107 shares — an estimated $2.01K sold.

Tyler-Stone Wealth Management first reported a position in WDS in Q2 2022 and held it in 8 quarters. The position peaked at $7K in Q4 2022. 269 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Woodside Energy position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 107 Woodside Energy shares in Q3 2024, an estimated $2.01K.
Tyler-Stone Wealth Management first reported a position in Woodside Energy in Q2 2022 and held it in 8 quarters.
Tyler-Stone Wealth Management's Woodside Energy position peaked at $7K in Q4 2022.
269 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.