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Wipfli Financial Advisors’s Woodside Energy WDS Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$103K Buy
+4,992
New +$110K 0.01% 713

Other funds holding WDS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
ABC
Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wipfli Financial Advisors's WDS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Woodside Energy (WDS) in Q3 2022: 4,992 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings.

307 funds tracked by Wall St. Rank hold WDS as of Q3 2022.

  • Wipfli Financial Advisors held 4,992 shares of Woodside Energy worth $103K as of Q3 2022.
  • Woodside Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • Woodside Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #713 holding.
  • 307 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.