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Measured Wealth Private Client Group’s Cactus WHD Stock Holding History

Measured Wealth Private Client Group’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
2020
Q4 		– Sell
-10,753
Closed -$206K – 144
2020
Q3 		$206K Sell
10,753
-1,228
-10% -$26.6K 0.1% 129
2020
Q2 		$247K Buy
+11,981
New +$208K 0.14% 92

Other funds holding WHD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Measured Wealth Private Client Group's WHD Position: Q4 2020 in Review

Measured Wealth Private Client Group sold out of Cactus (WHD) in Q4 2020, closing a stake of 10,753 shares — an estimated $206K sold.

Measured Wealth Private Client Group first reported a position in WHD in Q2 2020 and held it in 2 quarters. The position peaked at $247K in Q2 2020. 181 funds tracked by Wall St. Rank hold WHD as of Q4 2020.

  • Measured Wealth Private Client Group reported no remaining Cactus position as of Q4 2020 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 10,753 Cactus shares in Q4 2020, an estimated $206K.
  • Measured Wealth Private Client Group first reported a position in Cactus in Q2 2020 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Cactus position peaked at $247K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Cactus as of Q4 2020.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2020, filed 20 Jan 2021.