Berman Capital Advisors’s Cactus WHD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$1K	Sell	37 -1	-3%	-$36	﹤0.01%	1984
2021 Q2	$1K	Buy	+38	New	+$1.31K	﹤0.01%	1827

Other funds holding WHD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Berman Capital Advisors's WHD Position: Q3 2021 in Review

Berman Capital Advisors reduced its Cactus (WHD) stake by 2.6% in Q3 2021, selling an estimated $36 and leaving 37 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Berman Capital Advisors first reported a position in WHD in Q2 2021 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold WHD as of Q3 2021.

Berman Capital Advisors held 37 shares of Cactus worth $1K as of Q3 2021.
Berman Capital Advisors sold 1 Cactus share in Q3 2021, an estimated $36.
Cactus made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1984 holding.
Berman Capital Advisors first reported a position in Cactus in Q2 2021 and has held it in 2 quarters since.
180 funds tracked by Wall St. Rank held Cactus as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.