Advisornet Financial’s WD-40 WDFC Stock Holding History

Advisornet Financial’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
2024 Q1	–	Sell	-3	Closed	-$717	–	2515
2023 Q4	$717	Buy	3 +1	+50%	+$223	﹤0.01%	1994
2023 Q3	$406	Hold	2	–	–	﹤0.01%	2026
2023 Q2	$377	Hold	2	–	–	﹤0.01%	2110
2023 Q1	$356	Buy	2 +1	+100%	+$173	﹤0.01%	2145
2022 Q4	$161	Buy	+1	New	+$167	﹤0.01%	2235
2022 Q1	–	Sell	-700	Closed	-$171K	–	2233
2021 Q4	$171K	Hold	700	–	–	0.01%	641
2021 Q3	$162K	Sell	700 -534	-43%	-$128K	0.01%	646
2021 Q2	$316K	Buy	1,234 +700	+131%	+$179K	0.02%	469
2021 Q1	$164K	Hold	534	–	–	0.01%	614
2020 Q4	$142K	Hold	534	–	–	0.01%	593
2020 Q3	$101K	Hold	534	–	–	0.01%	669
2020 Q2	$106K	Hold	534	–	–	0.01%	656
2020 Q1	$107K	Hold	534	–	–	0.01%	598
2019 Q4	$104K	Hold	534	–	–	0.01%	669
2019 Q3	$98K	Hold	534	–	–	0.01%	680
2019 Q2	$85K	Hold	534	–	–	0.01%	660
2019 Q1	$90K	Hold	534	–	–	0.01%	580
2018 Q4	$98K	Sell	534 -106	-17%	-$18K	0.01%	522
2018 Q3	$110K	Sell	640 -77	-11%	-$12.9K	0.01%	537
2018 Q2	$105K	Sell	717 -275	-28%	-$37.9K	0.01%	514
2018 Q1	$131K	Hold	992	–	–	0.02%	471
2017 Q4	$117K	Buy	+992	New	+$114K	0.02%	447

Other funds holding WDFC

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisornet Financial's WDFC Position: Q1 2024 in Review

Advisornet Financial sold out of WD-40 (WDFC) in Q1 2024, closing a stake of 3 shares — an estimated $717 sold.

Advisornet Financial first reported a position in WDFC in Q4 2017 and held it in 22 quarters. The position peaked at $316K in Q2 2021. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

Advisornet Financial reported no remaining WD-40 position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 3 WD-40 shares in Q1 2024, an estimated $717.
Advisornet Financial first reported a position in WD-40 in Q4 2017 and held it in 22 quarters.
Advisornet Financial's WD-40 position peaked at $316K in Q2 2021.
356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.