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Mirabella Financial Services’s Cactus WHD Stock Holding History

Mirabella Financial Services’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
Q1 		– Sell
-12,896
Closed -$648K – 610
2022
Q4 		$648K Buy
+12,896
New +$647K 0.06% 179
2022
Q1 		– Sell
-57,649
Closed -$2.2M – 697
2021
Q4 		$2.2M Buy
+57,649
New +$2.32M 0.22% 107

Other funds holding WHD

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirabella Financial Services's WHD Position: Q1 2023 in Review

Mirabella Financial Services sold out of Cactus (WHD) in Q1 2023, closing a stake of 12,896 shares — an estimated $648K sold.

Mirabella Financial Services first reported a position in WHD in Q4 2021 and held it in 2 quarters. The position peaked at $2.2M in Q4 2021. 246 funds tracked by Wall St. Rank hold WHD as of Q1 2023.

  • Mirabella Financial Services reported no remaining Cactus position as of Q1 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 12,896 Cactus shares in Q1 2023, an estimated $648K.
  • Mirabella Financial Services first reported a position in Cactus in Q4 2021 and held it in 2 quarters.
  • Mirabella Financial Services's Cactus position peaked at $2.2M in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Cactus as of Q1 2023.

Based on Mirabella Financial Services's 13F filing for Q1 2023, filed 12 May 2023.