Gradient Investments’s Cactus WHD Stock Holding History

Gradient Investments’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	-19	Closed	-$863	–	1850
2023 Q4	$863	Hold	19	–	–	﹤0.01%	1472
2023 Q3	$954	Hold	19	–	–	﹤0.01%	1396
2023 Q2	$804	Buy	+19	New	+$741	﹤0.01%	1427

Other funds holding WHD

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gradient Investments's WHD Position: Q1 2024 in Review

Gradient Investments sold out of Cactus (WHD) in Q1 2024, closing a stake of 19 shares — an estimated $863 sold.

Gradient Investments first reported a position in WHD in Q2 2023 and held it in 3 quarters. The position peaked at $954 in Q3 2023. 256 funds tracked by Wall St. Rank hold WHD as of Q1 2024.

Gradient Investments reported no remaining Cactus position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 19 Cactus shares in Q1 2024, an estimated $863.
Gradient Investments first reported a position in Cactus in Q2 2023 and held it in 3 quarters.
Gradient Investments's Cactus position peaked at $954 in Q3 2023.
256 funds tracked by Wall St. Rank held Cactus as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.