Valley National Advisers’s Woodside Energy WDS Stock Holding History

Valley National Advisers’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
2025 Q2	–	Sell	-750	Closed	-$10K	–	865
2025 Q1	$10K	Hold	750	–	–	﹤0.01%	573
2024 Q4	$11K	Buy	+750	New	+$12K	﹤0.01%	534
2023 Q4	–	Sell	-26	Closed	-$1K	–	1281
2023 Q3	$1K	Hold	26	–	–	﹤0.01%	1038
2023 Q2	$1K	Hold	26	–	–	﹤0.01%	955
2023 Q1	$1K	Hold	26	–	–	﹤0.01%	867
2022 Q4	$0	Hold	26	–	–	﹤0.01%	994
2022 Q3	$1K	Hold	26	–	–	﹤0.01%	888
2022 Q2	$1K	Buy	+26	New	+$589	﹤0.01%	867

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

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

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

Dimensional Fund Advisors

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

First Trust Advisors

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return