MSWM
WHD icon

McGlone Suttner Wealth Management’s Cactus WHD Stock Holding History

McGlone Suttner Wealth Management’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
-517
Closed -$23.5K – 774
2023
Q4 		$23.5K Buy
+517
New +$23.5K ﹤0.01% 401

Other funds holding WHD

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of New York Mellon
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

McGlone Suttner Wealth Management's WHD Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Cactus (WHD) in Q1 2024, closing a stake of 517 shares — an estimated $23.5K sold.

McGlone Suttner Wealth Management first reported a position in WHD in Q4 2023 and held it in 1 quarter. The position peaked at $23.5K in Q4 2023. 256 funds tracked by Wall St. Rank hold WHD as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Cactus position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 517 Cactus shares in Q1 2024, an estimated $23.5K.
  • McGlone Suttner Wealth Management first reported a position in Cactus in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Cactus position peaked at $23.5K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held Cactus as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.