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Campbell Wealth Management’s WD-40 WDFC Stock Holding History

Campbell 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
2020
Q3 		– Sell
-67
Closed -$13K – 345
2020
Q2 		$13K Buy
+67
New +$12.2K ﹤0.01% 252
2019
Q1 		– Sell
-1,350
Closed -$247K – 60
2018
Q4 		$247K Buy
+1,350
New +$229K 0.08% 39

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
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
Dimensional Fund Advisors
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

Campbell Wealth Management's WDFC Position: Q3 2020 in Review

Campbell Wealth Management sold out of WD-40 (WDFC) in Q3 2020, closing a stake of 67 shares — an estimated $13K sold.

Campbell Wealth Management first reported a position in WDFC in Q4 2018 and held it in 2 quarters. The position peaked at $247K in Q4 2018. 287 funds tracked by Wall St. Rank hold WDFC as of Q3 2020.

  • Campbell Wealth Management reported no remaining WD-40 position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 67 WD-40 shares in Q3 2020, an estimated $13K.
  • Campbell Wealth Management first reported a position in WD-40 in Q4 2018 and held it in 2 quarters.
  • Campbell Wealth Management's WD-40 position peaked at $247K in Q4 2018.
  • 287 funds tracked by Wall St. Rank held WD-40 as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.