Burleson & Co’s WD-40 WDFC Stock Holding History

Burleson & Co’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	-5	Closed	-$1K	–	404
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	349
2021 Q1	$2K	Buy	+5	New	+$1.52K	﹤0.01%	318

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 $5.01B AUM 6.26% 1-Year Est. Return

Burleson & Co's WDFC Position: Q3 2021 in Review

Burleson & Co sold out of WD-40 (WDFC) in Q3 2021, closing a stake of 5 shares — an estimated $1K sold.

Burleson & Co first reported a position in WDFC in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 317 funds tracked by Wall St. Rank hold WDFC as of Q3 2021.

Burleson & Co reported no remaining WD-40 position as of Q3 2021 after selling out during the quarter.
Burleson & Co sold 5 WD-40 shares in Q3 2021, an estimated $1K.
Burleson & Co first reported a position in WD-40 in Q1 2021 and held it in 2 quarters.
Burleson & Co's WD-40 position peaked at $2K in Q1 2021.
317 funds tracked by Wall St. Rank held WD-40 as of Q3 2021.

Based on Burleson & Co's 13F filing for Q3 2021, filed 2 Nov 2021.