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American Portfolios Advisors’s WD-40 WDFC Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$137K Buy
782
+32
+4% +$5.98K 0.01% 1180
2022
Q2 		$151K Buy
750
+2
+0.3% +$373 0.01% 1187
2022
Q1 		$137K Buy
748
+2
+0.3% +$427 ﹤0.01% 1350
2021
Q4 		$183K Buy
746
+1
+0.1% +$233 0.01% 1203
2021
Q3 		$172K Buy
745
+2
+0.3% +$480 0.01% 1186
2021
Q2 		$190K Sell
743
-28
-4% -$7.16K 0.01% 1121
2021
Q1 		$236K Sell
771
-2
-0.3% -$607 0.01% 954
2020
Q4 		$205K Sell
773
-4
-0.5% -$968 0.01% 876
2020
Q3 		$147K Buy
777
+2
+0.3% +$393 0.01% 923
2020
Q2 		$154K Sell
775
-4
-0.5% -$726 0.01% 829
2020
Q1 		$156K Sell
779
-3
-0.4% -$565 0.01% 736
2019
Q4 		$152K Sell
782
-3
-0.4% -$565 0.01% 856
2019
Q3 		$144K Buy
785
+2
+0.3% +$360 0.01% 831
2019
Q2 		$125K Sell
783
-8
-1% -$1.31K 0.01% 895
2019
Q1 		$134K Sell
791
-9
-1% -$1.59K 0.01% 764
2018
Q4 		$147K Sell
800
-18
-2% -$3.05K 0.02% 616
2018
Q3 		$141K Sell
818
-3
-0.4% -$502 0.02% 703
2018
Q2 		$120K Sell
821
-3
-0.4% -$413 0.02% 744
2018
Q1 		$109K Buy
824
+2
+0.2% +$252 0.02% 721
2017
Q4 		$97K Buy
+822
New +$94.3K 0.02% 744

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
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
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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's WDFC Position: Q3 2022 in Review

American Portfolios Advisors increased its WD-40 (WDFC) stake by 4.3% in Q3 2022, buying an estimated $5.98K and bringing the position to 782 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #1180.

American Portfolios Advisors first reported a position in WDFC in Q4 2017 and has held it in 20 quarters since. The position peaked at $236K in Q1 2021. 282 funds tracked by Wall St. Rank hold WDFC as of Q3 2022.

  • American Portfolios Advisors held 782 shares of WD-40 worth $137K as of Q3 2022.
  • American Portfolios Advisors bought 32 WD-40 shares in Q3 2022, an estimated $5.98K.
  • WD-40 made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1180 holding.
  • American Portfolios Advisors first reported a position in WD-40 in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WD-40 position peaked at $236K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held WD-40 as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.