Toth Financial Advisory’s Cactus WHD Stock Holding History

Toth Financial Advisory’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 Q2	–	Sell	-40	Closed	-$1.65K	–	901
2023 Q1	$1.65K	Hold	40	–	–	﹤0.01%	689
2022 Q4	$2.01K	Hold	40	–	–	﹤0.01%	591
2022 Q3	$2K	Buy	+40	New	+$1.6K	﹤0.01%	661
2019 Q1	–	Sell	-260	Closed	-$7K	–	456
2018 Q4	$7K	Buy	+260	New	+$8.51K	﹤0.01%	310

Other funds holding WHD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Toth Financial Advisory's WHD Position: Q2 2023 in Review

Toth Financial Advisory sold out of Cactus (WHD) in Q2 2023, closing a stake of 40 shares — an estimated $1.65K sold.

Toth Financial Advisory first reported a position in WHD in Q4 2018 and held it in 4 quarters. The position peaked at $7K in Q4 2018. 222 funds tracked by Wall St. Rank hold WHD as of Q2 2023.

Toth Financial Advisory reported no remaining Cactus position as of Q2 2023 after selling out during the quarter.
Toth Financial Advisory sold 40 Cactus shares in Q2 2023, an estimated $1.65K.
Toth Financial Advisory first reported a position in Cactus in Q4 2018 and held it in 4 quarters.
Toth Financial Advisory's Cactus position peaked at $7K in Q4 2018.
222 funds tracked by Wall St. Rank held Cactus as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.