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Cetera Advisor Networks’s Cactus WHD Stock Holding History

Cetera Advisor Networks’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
-5,235
Closed -$238K – 2941
2023
Q4 		$238K Buy
5,235
+237
+5% +$10.8K ﹤0.01% 2404
2023
Q3 		$251K Buy
+4,998
New +$251K ﹤0.01% 2261

Other funds holding WHD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $580B AUM 38.23% 1-Year Est. Return

Cetera Advisor Networks's WHD Position: Q1 2024 in Review

Cetera Advisor Networks sold out of Cactus (WHD) in Q1 2024, closing a stake of 5,235 shares — an estimated $238K sold.

Cetera Advisor Networks first reported a position in WHD in Q3 2023 and held it in 2 quarters. The position peaked at $251K in Q3 2023. 256 funds tracked by Wall St. Rank hold WHD as of Q1 2024.

  • Cetera Advisor Networks reported no remaining Cactus position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 5,235 Cactus shares in Q1 2024, an estimated $238K.
  • Cetera Advisor Networks first reported a position in Cactus in Q3 2023 and held it in 2 quarters.
  • Cetera Advisor Networks's Cactus position peaked at $251K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Cactus as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.