Concord Wealth Partners’s WD-40 WDFC Stock Holding History

Concord Wealth Partners’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	-15	Closed	-$4K	–	1043
2021 Q2	$4K	Buy	+15	New	+$3.83K	﹤0.01%	791

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

Concord Wealth Partners's WDFC Position: Q3 2021 in Review

Concord Wealth Partners sold out of WD-40 (WDFC) in Q3 2021, closing a stake of 15 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in WDFC in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 317 funds tracked by Wall St. Rank hold WDFC as of Q3 2021.

Concord Wealth Partners reported no remaining WD-40 position as of Q3 2021 after selling out during the quarter.
Concord Wealth Partners sold 15 WD-40 shares in Q3 2021, an estimated $4K.
Concord Wealth Partners first reported a position in WD-40 in Q2 2021 and held it in 1 quarter.
Concord Wealth Partners's WD-40 position peaked at $4K in Q2 2021.
317 funds tracked by Wall St. Rank held WD-40 as of Q3 2021.

Based on Concord Wealth Partners's 13F filing for Q3 2021, filed 9 Nov 2021.