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Contravisory Investment Management’s WD-40 WDFC Stock Holding History

Contravisory Investment Management’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
Q2 		– Sell
-101
Closed -$25.6K – 391
2024
Q1 		$25.6K Buy
101
+39
+63% +$10.1K 0.01% 277
2023
Q4 		$14.8K Sell
62
-24
-28% -$5.36K ﹤0.01% 296
2023
Q3 		$17.5K Hold
86
– – ﹤0.01% 254
2023
Q2 		$16.2K Buy
+86
New +$16.2K ﹤0.01% 249

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Contravisory Investment Management's WDFC Position: Q2 2024 in Review

Contravisory Investment Management sold out of WD-40 (WDFC) in Q2 2024, closing a stake of 101 shares — an estimated $25.6K sold.

Contravisory Investment Management first reported a position in WDFC in Q2 2023 and held it in 4 quarters. The position peaked at $25.6K in Q1 2024. 342 funds tracked by Wall St. Rank hold WDFC as of Q2 2024.

  • Contravisory Investment Management reported no remaining WD-40 position as of Q2 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 101 WD-40 shares in Q2 2024, an estimated $25.6K.
  • Contravisory Investment Management first reported a position in WD-40 in Q2 2023 and held it in 4 quarters.
  • Contravisory Investment Management's WD-40 position peaked at $25.6K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held WD-40 as of Q2 2024.

Based on Contravisory Investment Management's 13F filing for Q2 2024, filed 10 Jul 2024.