WealthPLAN Partners’s Woodside Energy WDS Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-1,656	Closed	-$38.4K	–	1175
2023 Q2	$38.4K	Buy	+1,656	New	+$37.9K	0.01%	560

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

WealthPLAN Partners's WDS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Woodside Energy (WDS) in Q3 2023, closing a stake of 1,656 shares — an estimated $38.4K sold.

WealthPLAN Partners first reported a position in WDS in Q2 2023 and held it in 1 quarter. The position peaked at $38.4K in Q2 2023. 319 funds tracked by Wall St. Rank hold WDS as of Q3 2023.

WealthPLAN Partners reported no remaining Woodside Energy position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,656 Woodside Energy shares in Q3 2023, an estimated $38.4K.
WealthPLAN Partners first reported a position in Woodside Energy in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Woodside Energy position peaked at $38.4K in Q2 2023.
319 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.