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Carolinas Wealth Consulting’s Cactus WHD Stock Holding History

Carolinas Wealth Consulting’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
-18
Closed -$820 – 1164
2023
Q4 		$820 Hold
18
– – ﹤0.01% 852
2023
Q3 		$848 Sell
18
-4
-18% -$201 ﹤0.01% 852
2023
Q2 		$914 Buy
22
+5
+29% +$195 ﹤0.01% 921
2023
Q1 		$701 Hold
17
– – ﹤0.01% 946
2022
Q4 		$854 Buy
+17
New +$853 ﹤0.01% 920

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

Carolinas Wealth Consulting's WHD Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Cactus (WHD) in Q1 2024, closing a stake of 18 shares — an estimated $820 sold.

Carolinas Wealth Consulting first reported a position in WHD in Q4 2022 and held it in 5 quarters. The position peaked at $914 in Q2 2023. 256 funds tracked by Wall St. Rank hold WHD as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Cactus position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18 Cactus shares in Q1 2024, an estimated $820.
  • Carolinas Wealth Consulting first reported a position in Cactus in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Cactus position peaked at $914 in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Cactus as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.