CI Investments Inc
WDFC icon

CI Investments Inc’s WD-40 WDFC Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-346
Closed -$80K – 1455
2021
Q3 		$80K Buy
346
+2
+0.6% +$480 ﹤0.01% 905
2021
Q2 		$88K Buy
344
+134
+64% +$34.2K ﹤0.01% 897
2021
Q1 		$64K Sell
210
-43
-17% -$13K ﹤0.01% 861
2020
Q4 		$67K Buy
+253
New +$61.3K ﹤0.01% 795

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CI Investments Inc's WDFC Position: Q4 2021 in Review

CI Investments Inc sold out of WD-40 (WDFC) in Q4 2021, closing a stake of 346 shares — an estimated $80K sold.

CI Investments Inc first reported a position in WDFC in Q4 2020 and held it in 4 quarters. The position peaked at $88K in Q2 2021. 307 funds tracked by Wall St. Rank hold WDFC as of Q4 2021.

  • CI Investments Inc reported no remaining WD-40 position as of Q4 2021 after selling out during the quarter.
  • CI Investments Inc sold 346 WD-40 shares in Q4 2021, an estimated $80K.
  • CI Investments Inc first reported a position in WD-40 in Q4 2020 and held it in 4 quarters.
  • CI Investments Inc's WD-40 position peaked at $88K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held WD-40 as of Q4 2021.

Based on CI Investments Inc's 13F filing for Q4 2021, filed 11 Feb 2022.