Sowell Financial Services’s Cactus WHD Stock Holding History

Sowell 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
2021 Q2	–	Sell	-99	Closed	-$3K	–	2730
2021 Q1	$3K	Buy	+99	New	+$3K	﹤0.01%	2770
2020 Q1	–	Sell	-35	Closed	-$1K	–	2720
2019 Q4	$1K	Buy	+35	New	+$1.06K	﹤0.01%	2443

Other funds holding WHD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's WHD Position: Q2 2021 in Review

Sowell Financial Services sold out of Cactus (WHD) in Q2 2021, closing a stake of 99 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in WHD in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 183 funds tracked by Wall St. Rank hold WHD as of Q2 2021.

Sowell Financial Services reported no remaining Cactus position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 99 Cactus shares in Q2 2021, an estimated $3K.
Sowell Financial Services first reported a position in Cactus in Q4 2019 and held it in 2 quarters.
Sowell Financial Services's Cactus position peaked at $3K in Q1 2021.
183 funds tracked by Wall St. Rank held Cactus as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.