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

Berman 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
2021 Q3	$31K	Hold	136	–	–	﹤0.01%	855
2021 Q2	$34K	Hold	136	–	–	0.01%	727
2021 Q1	$41K	Sell	136 -12	-8%	-$3.64K	0.01%	555
2020 Q4	$39K	Hold	148	–	–	0.01%	479
2020 Q3	$28K	Hold	148	–	–	0.01%	499
2020 Q2	$29K	Hold	148	–	–	0.01%	452
2020 Q1	$29K	Hold	148	–	–	0.01%	405
2019 Q4	$28K	Hold	148	–	–	0.01%	449
2019 Q3	$27K	Hold	148	–	–	0.01%	427
2019 Q2	$23K	Buy	148 +12	+9%	+$1.97K	0.01%	481
2019 Q1	$23K	Hold	136	–	–	0.01%	425
2018 Q4	$24K	Buy	+136	New	+$23K	0.01%	357

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Berman Capital Advisors's WDFC Position: Q3 2021 in Review

Berman Capital Advisors held its WD-40 (WDFC) position steady in Q3 2021 at 136 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Berman Capital Advisors first reported a position in WDFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $41K in Q1 2021. 317 funds tracked by Wall St. Rank hold WDFC as of Q3 2021.

Berman Capital Advisors held 136 shares of WD-40 worth $31K as of Q3 2021.
Berman Capital Advisors left its WD-40 share count unchanged in Q3 2021.
WD-40 made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #855 holding.
Berman Capital Advisors first reported a position in WD-40 in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's WD-40 position peaked at $41K in Q1 2021.
317 funds tracked by Wall St. Rank held WD-40 as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.