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Clearview Wealth Advisors’s Cactus WHD Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-638
Closed -$27K – 646
2023
Q2 		$27K Buy
638
+2
+0.3% +$78 0.03% 239
2023
Q1 		$26.2K Buy
636
+2
+0.3% +$97 0.03% 243
2022
Q4 		$31.9K Buy
634
+1
+0.2% +$50 0.02% 196
2022
Q3 		$24K Buy
+633
New +$25.4K 0.02% 235

Other funds holding WHD

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearview Wealth Advisors's WHD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Cactus (WHD) in Q3 2023, closing a stake of 638 shares — an estimated $27K sold.

Clearview Wealth Advisors first reported a position in WHD in Q3 2022 and held it in 4 quarters. The position peaked at $31.9K in Q4 2022. 246 funds tracked by Wall St. Rank hold WHD as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Cactus position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 638 Cactus shares in Q3 2023, an estimated $27K.
  • Clearview Wealth Advisors first reported a position in Cactus in Q3 2022 and held it in 4 quarters.
  • Clearview Wealth Advisors's Cactus position peaked at $31.9K in Q4 2022.
  • 246 funds tracked by Wall St. Rank held Cactus as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.