U.S. Capital Wealth Advisors’s Woodside Energy WDS Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-7,498	Closed	-$182K	–	1531
2022 Q4	$182K	Sell	7,498 -6,798	-48%	-$161K	0.01%	625
2022 Q3	$288K	Sell	14,296 -11,162	-44%	-$246K	0.01%	528
2022 Q2	$549K	Buy	+25,458	New	+$577K	0.02%	440

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

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

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

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

U.S. Capital Wealth Advisors's WDS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Woodside Energy (WDS) in Q1 2023, closing a stake of 7,498 shares — an estimated $182K sold.

U.S. Capital Wealth Advisors first reported a position in WDS in Q2 2022 and held it in 3 quarters. The position peaked at $549K in Q2 2022. 325 funds tracked by Wall St. Rank hold WDS as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Woodside Energy position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 7,498 Woodside Energy shares in Q1 2023, an estimated $182K.
U.S. Capital Wealth Advisors first reported a position in Woodside Energy in Q2 2022 and held it in 3 quarters.
U.S. Capital Wealth Advisors's Woodside Energy position peaked at $549K in Q2 2022.
325 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.