Cornerstone Advisory’s WD-40 WDFC Stock Holding History

Cornerstone Advisory’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	-316	Closed	-$77K	–	785
2021 Q4	$77K	Buy	+316	New	+$73.6K	0.01%	371

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

Cornerstone Advisory's WDFC Position: Q1 2022 in Review

Cornerstone Advisory sold out of WD-40 (WDFC) in Q1 2022, closing a stake of 316 shares — an estimated $77K sold.

Cornerstone Advisory first reported a position in WDFC in Q4 2021 and held it in 1 quarter. The position peaked at $77K in Q4 2021. 288 funds tracked by Wall St. Rank hold WDFC as of Q1 2022.

Cornerstone Advisory reported no remaining WD-40 position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 316 WD-40 shares in Q1 2022, an estimated $77K.
Cornerstone Advisory first reported a position in WD-40 in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's WD-40 position peaked at $77K in Q4 2021.
288 funds tracked by Wall St. Rank held WD-40 as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.