WR Wealth Planners’s Woodside Energy WDS Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-45	Closed	-$776	–	1190
2024 Q3	$776	Hold	45	–	–	﹤0.01%	989
2024 Q2	$846	Hold	45	–	–	﹤0.01%	978
2024 Q1	$899	Buy	+45	New	+$911	﹤0.01%	980

Other funds holding WDS

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

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

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

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ABC

Associated Banc-Corp Green Bay, Wisconsin $4.21B AUM 27.98% 1-Year Est. Return

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

WR Wealth Planners's WDS Position: Q4 2024 in Review

WR Wealth Planners sold out of Woodside Energy (WDS) in Q4 2024, closing a stake of 45 shares — an estimated $776 sold.

WR Wealth Planners first reported a position in WDS in Q1 2024 and held it in 3 quarters. The position peaked at $899 in Q1 2024. 274 funds tracked by Wall St. Rank hold WDS as of Q4 2024.

WR Wealth Planners reported no remaining Woodside Energy position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 45 Woodside Energy shares in Q4 2024, an estimated $776.
WR Wealth Planners first reported a position in Woodside Energy in Q1 2024 and held it in 3 quarters.
WR Wealth Planners's Woodside Energy position peaked at $899 in Q1 2024.
274 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.