Confluence Wealth Services’s WD-40 WDFC Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-68	Closed	-$16K	–	1167
2021 Q4	$16K	Buy	+68	New	+$15.8K	0.01%	795

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Confluence Wealth Services's WDFC Position: Q1 2022 in Review

Confluence Wealth Services sold out of WD-40 (WDFC) in Q1 2022, closing a stake of 68 shares — an estimated $16K sold.

Confluence Wealth Services first reported a position in WDFC in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 288 funds tracked by Wall St. Rank hold WDFC as of Q1 2022.

Confluence Wealth Services reported no remaining WD-40 position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 68 WD-40 shares in Q1 2022, an estimated $16K.
Confluence Wealth Services first reported a position in WD-40 in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's WD-40 position peaked at $16K in Q4 2021.
288 funds tracked by Wall St. Rank held WD-40 as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.