Valeo Financial Advisors’s Cactus WHD Stock Holding History

Valeo Financial Advisors’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
2020 Q3	–	Sell	-24	Closed	–	–	2166
2020 Q2	$0	Hold	24	–	–	﹤0.01%	2172
2020 Q1	$0	Hold	24	–	–	﹤0.01%	1933
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	1582
2019 Q3	$1K	Buy	+24	New	+$693	﹤0.01%	1502

Other funds holding WHD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Valeo Financial Advisors's WHD Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Cactus (WHD) in Q3 2020, closing a stake of 24 shares.

Valeo Financial Advisors first reported a position in WHD in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 175 funds tracked by Wall St. Rank hold WHD as of Q3 2020.

Valeo Financial Advisors reported no remaining Cactus position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 24 Cactus shares in Q3 2020.
Valeo Financial Advisors first reported a position in Cactus in Q3 2019 and held it in 4 quarters.
Valeo Financial Advisors's Cactus position peaked at $1K in Q4 2019.
175 funds tracked by Wall St. Rank held Cactus as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.