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Bruderman Asset Management’s WD-40 WDFC Stock Holding History

Bruderman Asset 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
-815
Closed -$249K – 117
2021
Q1 		$249K Buy
815
+32
+4% +$9.71K 0.07% 104
2020
Q4 		$208K Buy
+783
New +$190K 0.06% 106
2019
Q4 		– Sell
-1,844
Closed -$339K – 116
2019
Q3 		$339K Buy
1,844
+28
+2% +$5.04K 0.09% 97
2019
Q2 		$289K Buy
1,816
+19
+1% +$3.12K 0.07% 95
2019
Q1 		$304K Buy
1,797
+56
+3% +$9.87K 0.07% 112
2018
Q4 		$319K Sell
1,741
-294
-14% -$49.8K 0.08% 101
2018
Q3 		$350K Sell
2,035
-684
-25% -$114K 0.08% 95
2018
Q2 		$398K Sell
2,719
-708
-21% -$97.5K 0.1% 97
2018
Q1 		$451K Sell
3,427
-343
-9% -$43.3K 0.11% 94
2017
Q4 		$445K Buy
3,770
+112
+3% +$12.8K 0.11% 90
2017
Q3 		$409K Buy
3,658
+229
+7% +$24.7K 0.11% 93
2017
Q2 		$378K Buy
3,429
+176
+5% +$18.7K 0.1% 95
2017
Q1 		$354K Buy
3,253
+56
+2% +$6.09K 0.1% 89
2016
Q4 		$374K Sell
3,197
-6
-0.2% -$659 0.11% 91
2016
Q3 		$360K Buy
3,203
+5
+0.2% +$584 0.11% 95
2016
Q2 		$376K Buy
3,198
+404
+14% +$43.8K 0.12% 93
2016
Q1 		$302K Sell
2,794
-133
-5% -$13.7K 0.1% 98
2015
Q4 		$289K Buy
2,927
+427
+17% +$41.4K 0.11% 100
2015
Q3 		$223K Buy
2,500
+545
+28% +$47.5K 0.09% 99
2015
Q2 		$170K Buy
1,955
+120
+7% +$10.2K 0.07% 124
2015
Q1 		$162K Buy
+1,835
New +$154K 0.06% 124

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

Bruderman Asset Management's WDFC Position: Q2 2021 in Review

Bruderman Asset Management sold out of WD-40 (WDFC) in Q2 2021, closing a stake of 815 shares — an estimated $249K sold.

Bruderman Asset Management first reported a position in WDFC in Q1 2015 and held it in 21 quarters. The position peaked at $451K in Q1 2018. 315 funds tracked by Wall St. Rank hold WDFC as of Q2 2021.

  • Bruderman Asset Management reported no remaining WD-40 position as of Q2 2021 after selling out during the quarter.
  • Bruderman Asset Management sold 815 WD-40 shares in Q2 2021, an estimated $249K.
  • Bruderman Asset Management first reported a position in WD-40 in Q1 2015 and held it in 21 quarters.
  • Bruderman Asset Management's WD-40 position peaked at $451K in Q1 2018.
  • 315 funds tracked by Wall St. Rank held WD-40 as of Q2 2021.

Based on Bruderman Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.