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Arkadios Wealth Advisors’s WD-40 WDFC Stock Holding History

Arkadios Wealth 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
2021
Q3 		– Sell
-30
Closed -$7K – 2074
2021
Q2 		$7K Hold
30
– – ﹤0.01% 1643
2021
Q1 		$9K Hold
30
– – ﹤0.01% 1237
2020
Q4 		$7K Buy
+30
New +$7.26K ﹤0.01% 1053

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Arkadios Wealth Advisors's WDFC Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of WD-40 (WDFC) in Q3 2021, closing a stake of 30 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in WDFC in Q4 2020 and held it in 3 quarters. The position peaked at $9K in Q1 2021. 317 funds tracked by Wall St. Rank hold WDFC as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining WD-40 position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 30 WD-40 shares in Q3 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in WD-40 in Q4 2020 and held it in 3 quarters.
  • Arkadios Wealth Advisors's WD-40 position peaked at $9K in Q1 2021.
  • 317 funds tracked by Wall St. Rank held WD-40 as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.