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SYSTM Wealth Solutions’s Cactus WHD Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-376
Closed -$19.8K – 633
2024
Q2 		$19.8K Hold
376
– – ﹤0.01% 371
2024
Q1 		$18.8K Buy
376
+6
+2% +$266 ﹤0.01% 707
2023
Q4 		$16.8K Buy
+370
New +$16.8K ﹤0.01% 753

Other funds holding WHD

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SYSTM Wealth Solutions's WHD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Cactus (WHD) in Q3 2024, closing a stake of 376 shares — an estimated $19.8K sold.

SYSTM Wealth Solutions first reported a position in WHD in Q4 2023 and held it in 3 quarters. The position peaked at $19.8K in Q2 2024. 289 funds tracked by Wall St. Rank hold WHD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Cactus position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 376 Cactus shares in Q3 2024, an estimated $19.8K.
  • SYSTM Wealth Solutions first reported a position in Cactus in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Cactus position peaked at $19.8K in Q2 2024.
  • 289 funds tracked by Wall St. Rank held Cactus as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.