AWM
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Accel Wealth Management’s WD-40 WDFC Stock Holding History

Accel Wealth Management’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-212
Closed -$37.8K – 872
2023
Q1 		$37.8K Buy
212
+1
+0.5% +$173 0.02% 545
2022
Q4 		$34.1K Buy
211
+1
+0.5% +$167 0.02% 430
2022
Q3 		$39K Sell
210
-116
-36% -$21.7K 0.02% 423
2022
Q2 		$55K Hold
326
– – 0.03% 331
2022
Q1 		$60K Buy
326
+1
+0.3% +$214 0.03% 337
2021
Q4 		$79K Buy
325
+118
+57% +$27.5K 0.04% 301
2021
Q3 		$48K Hold
207
– – 0.03% 331
2021
Q2 		$53K Buy
207
+2
+1% +$511 0.04% 331
2021
Q1 		$63K Hold
205
– – 0.05% 282
2020
Q4 		$55K Buy
+205
New +$49.6K 0.05% 277

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's WDFC Position: Q2 2023 in Review

Accel Wealth Management sold out of WD-40 (WDFC) in Q2 2023, closing a stake of 212 shares — an estimated $37.8K sold.

Accel Wealth Management first reported a position in WDFC in Q4 2020 and held it in 10 quarters. The position peaked at $79K in Q4 2021. 288 funds tracked by Wall St. Rank hold WDFC as of Q2 2023.

  • Accel Wealth Management reported no remaining WD-40 position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 212 WD-40 shares in Q2 2023, an estimated $37.8K.
  • Accel Wealth Management first reported a position in WD-40 in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's WD-40 position peaked at $79K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held WD-40 as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.