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VisionPoint Advisory Group’s Woodside Energy WDS Stock Holding History

VisionPoint Advisory Group’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
-4
Closed -$75 – 779
2024
Q2 		$75 Hold
4
– – ﹤0.01% 774
2024
Q1 		$80 Hold
4
– – ﹤0.01% 776
2023
Q4 		$84 Hold
4
– – ﹤0.01% 706
2023
Q3 		$93 Hold
4
– – ﹤0.01% 670
2023
Q2 		$93 Buy
+4
New +$92 ﹤0.01% 603

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Bank of America
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VisionPoint Advisory Group's WDS Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Woodside Energy (WDS) in Q3 2024, closing a stake of 4 shares — an estimated $75 sold.

VisionPoint Advisory Group first reported a position in WDS in Q2 2023 and held it in 5 quarters. The position peaked at $93 in Q3 2023. 268 funds tracked by Wall St. Rank hold WDS as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Woodside Energy position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 4 Woodside Energy shares in Q3 2024, an estimated $75.
  • VisionPoint Advisory Group first reported a position in Woodside Energy in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Woodside Energy position peaked at $93 in Q3 2023.
  • 268 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.