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Insight Wealth Strategies’s Cactus WHD Stock Holding History

Insight Wealth Strategies’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
2019
Q2 		– Sell
-13,920
Closed -$496K – 170
2019
Q1 		$496K Buy
13,920
+934
+7% +$31.8K 0.14% 93
2018
Q4 		$356K Buy
+12,986
New +$425K 0.11% 107

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Insight Wealth Strategies's WHD Position: Q2 2019 in Review

Insight Wealth Strategies sold out of Cactus (WHD) in Q2 2019, closing a stake of 13,920 shares — an estimated $496K sold.

Insight Wealth Strategies first reported a position in WHD in Q4 2018 and held it in 2 quarters. The position peaked at $496K in Q1 2019. 179 funds tracked by Wall St. Rank hold WHD as of Q2 2019.

  • Insight Wealth Strategies reported no remaining Cactus position as of Q2 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 13,920 Cactus shares in Q2 2019, an estimated $496K.
  • Insight Wealth Strategies first reported a position in Cactus in Q4 2018 and held it in 2 quarters.
  • Insight Wealth Strategies's Cactus position peaked at $496K in Q1 2019.
  • 179 funds tracked by Wall St. Rank held Cactus as of Q2 2019.

Based on Insight Wealth Strategies's 13F filing for Q2 2019, filed 6 Aug 2019.