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Aptus Capital Advisors’s WD-40 WDFC Stock Holding History

Aptus Capital 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
Q2 		– Sell
-10,836
Closed -$1.99M – 743
2022
Q1 		$1.99M Buy
10,836
+690
+7% +$147K 0.05% 207
2021
Q4 		$2.48M Buy
10,146
+1,932
+24% +$450K 0.07% 176
2021
Q3 		$1.9M Buy
8,214
+4,806
+141% +$1.15M 0.05% 179
2021
Q2 		$873K Buy
+3,408
New +$871K 0.03% 242

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
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 $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aptus Capital Advisors's WDFC Position: Q2 2022 in Review

Aptus Capital Advisors sold out of WD-40 (WDFC) in Q2 2022, closing a stake of 10,836 shares — an estimated $1.99M sold.

Aptus Capital Advisors first reported a position in WDFC in Q2 2021 and held it in 4 quarters. The position peaked at $2.48M in Q4 2021. 292 funds tracked by Wall St. Rank hold WDFC as of Q2 2022.

  • Aptus Capital Advisors reported no remaining WD-40 position as of Q2 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 10,836 WD-40 shares in Q2 2022, an estimated $1.99M.
  • Aptus Capital Advisors first reported a position in WD-40 in Q2 2021 and held it in 4 quarters.
  • Aptus Capital Advisors's WD-40 position peaked at $2.48M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held WD-40 as of Q2 2022.

Based on Aptus Capital Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.