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TFO Wealth Partners’s Cactus WHD Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$50 – 747
2024
Q1 		$50 Hold
1
– – ﹤0.01% 720
2023
Q4 		$45 Hold
1
– – ﹤0.01% 875
2023
Q3 		$42 Hold
1
– – ﹤0.01% 1053
2023
Q2 		$42 Hold
1
– – ﹤0.01% 772
2023
Q1 		$41 Hold
1
– – ﹤0.01% 755
2022
Q4 		$301 Buy
+1
New +$50 ﹤0.01% 565

Other funds holding WHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

TFO Wealth Partners's WHD Position: Q2 2024 in Review

TFO Wealth Partners sold out of Cactus (WHD) in Q2 2024, closing a stake of 1 share — an estimated $50 sold.

TFO Wealth Partners first reported a position in WHD in Q4 2022 and held it in 6 quarters. The position peaked at $301 in Q4 2022. 263 funds tracked by Wall St. Rank hold WHD as of Q2 2024.

  • TFO Wealth Partners reported no remaining Cactus position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Cactus share in Q2 2024, an estimated $50.
  • TFO Wealth Partners first reported a position in Cactus in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Cactus position peaked at $301 in Q4 2022.
  • 263 funds tracked by Wall St. Rank held Cactus as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.