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Advisor Group’s WD-40 WDFC Stock Holding History

Advisor Group’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
2019
Q4 		$906K Buy
4,657
+1,238
+36% +$233K 0.01% 1262
2019
Q3 		$628K Buy
3,419
+165
+5% +$29.7K ﹤0.01% 1447
2019
Q2 		$518K Buy
3,254
+73
+2% +$12K ﹤0.01% 1583
2019
Q1 		$540K Sell
3,181
-25
-0.8% -$4.41K ﹤0.01% 1533
2018
Q4 		$588K Buy
3,206
+1,409
+78% +$239K 0.01% 1290
2018
Q3 		$309K Buy
1,797
+240
+15% +$40.1K ﹤0.01% 1841
2018
Q2 		$228K Buy
1,557
+330
+27% +$45.4K ﹤0.01% 1879
2018
Q1 		$162K Hold
1,227
– – ﹤0.01% 2146
2017
Q4 		$145K Sell
1,227
-161
-12% -$18.5K ﹤0.01% 2269
2017
Q3 		$155K Sell
1,388
-9
-0.6% -$971 ﹤0.01% 2047
2017
Q2 		$154K Sell
1,397
-165
-11% -$17.6K ﹤0.01% 1976
2017
Q1 		$171K Sell
1,562
-17
-1% -$1.85K ﹤0.01% 1788
2016
Q4 		$185K Sell
1,579
-21
-1% -$2.31K ﹤0.01% 1612
2016
Q3 		$180K Buy
1,600
+177
+12% +$20.7K ﹤0.01% 1601
2016
Q2 		$165K Buy
+1,423
New +$154K ﹤0.01% 1592

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Advisor Group's WDFC Position: Q4 2019 in Review

Advisor Group increased its WD-40 (WDFC) stake by 36% in Q4 2019, buying an estimated $233K and bringing the position to 4,657 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #1262.

Advisor Group first reported a position in WDFC in Q2 2016 and has held it in 15 quarters since. 284 funds tracked by Wall St. Rank hold WDFC as of Q4 2019.

  • Advisor Group held 4,657 shares of WD-40 worth $906K as of Q4 2019.
  • Advisor Group bought 1,238 WD-40 shares in Q4 2019, an estimated $233K.
  • WD-40 made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1262 holding.
  • Advisor Group first reported a position in WD-40 in Q2 2016 and has held it in 15 quarters since.
  • 284 funds tracked by Wall St. Rank held WD-40 as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.