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Clearstead Advisors’s Cactus WHD Stock Holding History

Clearstead 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
2024
Q3 		– Sell
-84
Closed -$4.43K – 2118
2024
Q2 		$4.43K Buy
84
+11
+15% +$560 ﹤0.01% 1702
2024
Q1 		$3.7K Hold
73
– – ﹤0.01% 1218
2023
Q4 		$3.31K Sell
73
-73
-50% -$3.32K ﹤0.01% 1221
2023
Q3 		$7.33K Buy
+146
New +$7.34K ﹤0.01% 1157

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Clearstead Advisors's WHD Position: Q3 2024 in Review

Clearstead Advisors sold out of Cactus (WHD) in Q3 2024, closing a stake of 84 shares — an estimated $4.43K sold.

Clearstead Advisors first reported a position in WHD in Q3 2023 and held it in 4 quarters. The position peaked at $7.33K in Q3 2023. 289 funds tracked by Wall St. Rank hold WHD as of Q3 2024.

  • Clearstead Advisors reported no remaining Cactus position as of Q3 2024 after selling out during the quarter.
  • Clearstead Advisors sold 84 Cactus shares in Q3 2024, an estimated $4.43K.
  • Clearstead Advisors first reported a position in Cactus in Q3 2023 and held it in 4 quarters.
  • Clearstead Advisors's Cactus position peaked at $7.33K in Q3 2023.
  • 289 funds tracked by Wall St. Rank held Cactus as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.