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Bruce G. Allen Investments’s Cactus WHD Stock Holding History

Bruce G. Allen Investments’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
-8
Closed -$467 – 1139
2024
Q4 		$467 Hold
8
– – ﹤0.01% 972
2024
Q3 		$477 Buy
+8
New +$465 ﹤0.01% 964

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

Bruce G. Allen Investments's WHD Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of Cactus (WHD) in Q1 2025, closing a stake of 8 shares — an estimated $467 sold.

Bruce G. Allen Investments first reported a position in WHD in Q3 2024 and held it in 2 quarters. The position peaked at $477 in Q3 2024. 312 funds tracked by Wall St. Rank hold WHD as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining Cactus position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 8 Cactus shares in Q1 2025, an estimated $467.
  • Bruce G. Allen Investments first reported a position in Cactus in Q3 2024 and held it in 2 quarters.
  • Bruce G. Allen Investments's Cactus position peaked at $477 in Q3 2024.
  • 312 funds tracked by Wall St. Rank held Cactus as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.