Cassady Schiller Wealth Management’s Cactus WHD Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$1.58K	Buy	+27	New	+$1.7K	﹤0.01%	650

Other funds holding WHD

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cassady Schiller Wealth Management's WHD Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Cactus (WHD) in Q4 2024: 27 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #650 among its holdings.

313 funds tracked by Wall St. Rank hold WHD as of Q4 2024.

Cassady Schiller Wealth Management held 27 shares of Cactus worth $1.58K as of Q4 2024.
Cactus was a new Cassady Schiller Wealth Management position in Q4 2024.
Cactus made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #650 holding.
313 funds tracked by Wall St. Rank held Cactus as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.