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Wipfli Financial Advisors’s Cactus WHD Stock Holding History

Wipfli 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
2022
Q3 		$6K Buy
+158
New +$6.33K ﹤0.01% 2050

Other funds holding WHD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wipfli Financial Advisors's WHD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Cactus (WHD) in Q3 2022: 158 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2050 among its holdings.

220 funds tracked by Wall St. Rank hold WHD as of Q3 2022.

  • Wipfli Financial Advisors held 158 shares of Cactus worth $6K as of Q3 2022.
  • Cactus was a new Wipfli Financial Advisors position in Q3 2022.
  • Cactus made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2050 holding.
  • 220 funds tracked by Wall St. Rank held Cactus as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.