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Atlas Private Wealth Management’s WD-40 WDFC Stock Holding History

Atlas Private Wealth Management’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
Q2 		– Sell
-152
Closed -$47K – 380
2021
Q1 		$47K Hold
152
– – 0.03% 191
2020
Q4 		$40K Hold
152
– – 0.03% 211
2020
Q3 		$29K Hold
152
– – 0.02% 223
2020
Q2 		$30K Hold
152
– – 0.02% 232
2020
Q1 		$31K Hold
152
– – 0.03% 213
2019
Q4 		$30K Buy
+152
New +$28.6K 0.02% 244

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Atlas Private Wealth Management's WDFC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of WD-40 (WDFC) in Q2 2021, closing a stake of 152 shares — an estimated $47K sold.

Atlas Private Wealth Management first reported a position in WDFC in Q4 2019 and held it in 6 quarters. The position peaked at $47K in Q1 2021. 315 funds tracked by Wall St. Rank hold WDFC as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining WD-40 position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 152 WD-40 shares in Q2 2021, an estimated $47K.
  • Atlas Private Wealth Management first reported a position in WD-40 in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's WD-40 position peaked at $47K in Q1 2021.
  • 315 funds tracked by Wall St. Rank held WD-40 as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.