Cetera Advisor Networks’s WD-40 WDFC Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$585K	Sell	2,309 -186	-7%	-$48.1K	﹤0.01%	1826
2023 Q4	$596K	Buy	2,495 +6	+0.2%	+$1.34K	﹤0.01%	1733
2023 Q3	$506K	Buy	2,489 +142	+6%	+$30.4K	﹤0.01%	1750
2023 Q2	$443K	Buy	2,347 +13	+0.6%	+$2.46K	﹤0.01%	1799
2023 Q1	$416K	Buy	2,334 +28	+1%	+$4.83K	﹤0.01%	1827
2022 Q4	$372K	Buy	+2,306	New	+$385K	﹤0.01%	1845
2021 Q2	–	Sell	-698	Closed	-$214K	–	1932
2021 Q1	$214K	Buy	+698	New	+$212K	﹤0.01%	1333
2020 Q3	–	Sell	-850	Closed	-$169K	–	3008
2020 Q2	$169K	Buy	+850	New	+$154K	﹤0.01%	1211
2020 Q1	–	Sell	-1,100	Closed	-$212K	–	1284
2019 Q4	$212K	Hold	1,100	–	–	0.01%	1132
2019 Q3	$200K	Buy	+1,100	New	+$198K	0.01%	1106
2019 Q1	–	Sell	-1,100	Closed	-$200K	–	1175
2018 Q4	$200K	Buy	+1,100	New	+$186K	0.01%	947

Other funds holding WDFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Advisor Networks's WDFC Position: Q1 2024 in Review

Cetera Advisor Networks reduced its WD-40 (WDFC) stake by 7.5% in Q1 2024, selling an estimated $48.1K and leaving 2,309 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Cetera Advisor Networks first reported a position in WDFC in Q4 2018 and has held it in 11 quarters since. The position peaked at $596K in Q4 2023. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

Cetera Advisor Networks held 2,309 shares of WD-40 worth $585K as of Q1 2024.
Cetera Advisor Networks sold 186 WD-40 shares in Q1 2024, an estimated $48.1K.
WD-40 made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1826 holding.
Cetera Advisor Networks first reported a position in WD-40 in Q4 2018 and has held it in 11 quarters since.
Cetera Advisor Networks's WD-40 position peaked at $596K in Q4 2023.
356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.