Wintrust Investments’s Woodside Energy WDS Stock Holding History

Wintrust Investments’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	-8,318	Closed	-$201K	–	404
2022 Q4	$201K	Buy	+8,318	New	+$197K	0.03%	352

Other funds holding WDS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wintrust Investments's WDS Position: Q1 2023 in Review

Wintrust Investments sold out of Woodside Energy (WDS) in Q1 2023, closing a stake of 8,318 shares — an estimated $201K sold.

Wintrust Investments first reported a position in WDS in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 325 funds tracked by Wall St. Rank hold WDS as of Q1 2023.

Wintrust Investments reported no remaining Woodside Energy position as of Q1 2023 after selling out during the quarter.
Wintrust Investments sold 8,318 Woodside Energy shares in Q1 2023, an estimated $201K.
Wintrust Investments first reported a position in Woodside Energy in Q4 2022 and held it in 1 quarter.
Wintrust Investments's Woodside Energy position peaked at $201K in Q4 2022.
325 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2023.

Based on Wintrust Investments's 13F filing for Q1 2023, filed 9 May 2023.