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Venturi Wealth Management’s Woodside Energy WDS Stock Holding History

Venturi 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
2025
Q1 		– Sell
-583
Closed -$9.1K – 1835
2024
Q4 		$9.1K Buy
583
+210
+56% +$3.37K ﹤0.01% 1457
2024
Q3 		$6.43K Buy
373
+226
+154% +$4.01K ﹤0.01% 1324
2024
Q2 		$2.77K Buy
+147
New +$2.73K ﹤0.01% 1322

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Venturi Wealth Management's WDS Position: Q1 2025 in Review

Venturi Wealth Management sold out of Woodside Energy (WDS) in Q1 2025, closing a stake of 583 shares — an estimated $9.1K sold.

Venturi Wealth Management first reported a position in WDS in Q2 2024 and held it in 3 quarters. The position peaked at $9.1K in Q4 2024. 267 funds tracked by Wall St. Rank hold WDS as of Q1 2025.

  • Venturi Wealth Management reported no remaining Woodside Energy position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 583 Woodside Energy shares in Q1 2025, an estimated $9.1K.
  • Venturi Wealth Management first reported a position in Woodside Energy in Q2 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Woodside Energy position peaked at $9.1K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.