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AdvisorShares Investments’s WD-40 WDFC Stock Holding History

AdvisorShares Investments’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
-1,856
Closed -$444K – 324
2023
Q4 		$444K Sell
1,856
-22
-1% -$4.91K 0.1% 155
2023
Q3 		$382K Buy
+1,878
New +$402K 0.1% 140

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AdvisorShares Investments's WDFC Position: Q1 2024 in Review

AdvisorShares Investments sold out of WD-40 (WDFC) in Q1 2024, closing a stake of 1,856 shares — an estimated $444K sold.

AdvisorShares Investments first reported a position in WDFC in Q3 2023 and held it in 2 quarters. The position peaked at $444K in Q4 2023. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

  • AdvisorShares Investments reported no remaining WD-40 position as of Q1 2024 after selling out during the quarter.
  • AdvisorShares Investments sold 1,856 WD-40 shares in Q1 2024, an estimated $444K.
  • AdvisorShares Investments first reported a position in WD-40 in Q3 2023 and held it in 2 quarters.
  • AdvisorShares Investments's WD-40 position peaked at $444K in Q4 2023.
  • 356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on AdvisorShares Investments's 13F filing for Q1 2024, filed 14 May 2024.