Claris Advisors’s WD-40 WDFC Stock Holding History

Claris Advisors’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 Q4	–	Sell	-1	Closed	-$258	–	1155
2024 Q3	$258	Buy	+1	New	+$251	﹤0.01%	881

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Claris Advisors's WDFC Position: Q4 2024 in Review

Claris Advisors sold out of WD-40 (WDFC) in Q4 2024, closing a stake of 1 share — an estimated $258 sold.

Claris Advisors first reported a position in WDFC in Q3 2024 and held it in 1 quarter. The position peaked at $258 in Q3 2024. 370 funds tracked by Wall St. Rank hold WDFC as of Q4 2024.

Claris Advisors reported no remaining WD-40 position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 WD-40 share in Q4 2024, an estimated $258.
Claris Advisors first reported a position in WD-40 in Q3 2024 and held it in 1 quarter.
Claris Advisors's WD-40 position peaked at $258 in Q3 2024.
370 funds tracked by Wall St. Rank held WD-40 as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.