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Advisornet Financial’s Cactus WHD Stock Holding History

Advisornet Financial’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$454 – 2519
2023
Q4 		$454 Hold
10
– – ﹤0.01% 2128
2023
Q3 		$502 Buy
10
+1
+11% +$50 ﹤0.01% 1980
2023
Q2 		$381 Buy
9
+3
+50% +$117 ﹤0.01% 2105
2023
Q1 		$247 Sell
6
-3
-33% -$145 ﹤0.01% 2215
2022
Q4 		$452 Buy
+9
New +$451 ﹤0.01% 2059

Other funds holding WHD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisornet Financial's WHD Position: Q1 2024 in Review

Advisornet Financial sold out of Cactus (WHD) in Q1 2024, closing a stake of 10 shares — an estimated $454 sold.

Advisornet Financial first reported a position in WHD in Q4 2022 and held it in 5 quarters. The position peaked at $502 in Q3 2023. 256 funds tracked by Wall St. Rank hold WHD as of Q1 2024.

  • Advisornet Financial reported no remaining Cactus position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 10 Cactus shares in Q1 2024, an estimated $454.
  • Advisornet Financial first reported a position in Cactus in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Cactus position peaked at $502 in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Cactus as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.