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Berger Financial Group’s WD-40 WDFC Stock Holding History

Berger Financial Group’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 		– Sell
-1,171
Closed -$236K – 265
2022
Q2 		$236K Sell
1,171
-511
-30% -$95.4K 0.03% 210
2022
Q1 		$308K Sell
1,682
-184
-10% -$39.3K 0.04% 206
2021
Q4 		$456K Buy
+1,866
New +$434K 0.06% 158

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 $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

Berger Financial Group's WDFC Position: Q3 2022 in Review

Berger Financial Group sold out of WD-40 (WDFC) in Q3 2022, closing a stake of 1,171 shares — an estimated $236K sold.

Berger Financial Group first reported a position in WDFC in Q4 2021 and held it in 3 quarters. The position peaked at $456K in Q4 2021. 282 funds tracked by Wall St. Rank hold WDFC as of Q3 2022.

  • Berger Financial Group reported no remaining WD-40 position as of Q3 2022 after selling out during the quarter.
  • Berger Financial Group sold 1,171 WD-40 shares in Q3 2022, an estimated $236K.
  • Berger Financial Group first reported a position in WD-40 in Q4 2021 and held it in 3 quarters.
  • Berger Financial Group's WD-40 position peaked at $456K in Q4 2021.
  • 282 funds tracked by Wall St. Rank held WD-40 as of Q3 2022.

Based on Berger Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.