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Bank of Jackson Hole Trust’s Cactus WHD Stock Holding History

Bank of Jackson Hole Trust’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
2025
Q1 		– Sell
-72
Closed -$4.2K – 539
2024
Q4 		$4.2K Buy
+72
New +$4.52K ﹤0.01% 432

Other funds holding WHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of Jackson Hole Trust's WHD Position: Q1 2025 in Review

Bank of Jackson Hole Trust sold out of Cactus (WHD) in Q1 2025, closing a stake of 72 shares — an estimated $4.2K sold.

Bank of Jackson Hole Trust first reported a position in WHD in Q4 2024 and held it in 1 quarter. The position peaked at $4.2K in Q4 2024. 312 funds tracked by Wall St. Rank hold WHD as of Q1 2025.

  • Bank of Jackson Hole Trust reported no remaining Cactus position as of Q1 2025 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 72 Cactus shares in Q1 2025, an estimated $4.2K.
  • Bank of Jackson Hole Trust first reported a position in Cactus in Q4 2024 and held it in 1 quarter.
  • Bank of Jackson Hole Trust's Cactus position peaked at $4.2K in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Cactus as of Q1 2025.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2025, filed 8 May 2025.