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Crestmont Private Wealth’s WD-40 WDFC Stock Holding History

Crestmont Private Wealth’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
2023
Q2 		– Sell
-1,597
Closed -$284K – 50
2023
Q1 		$284K Buy
1,597
+228
+17% +$39.4K 0.19% 39
2022
Q4 		$221K Buy
+1,369
New +$228K 0.15% 45

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crestmont Private Wealth's WDFC Position: Q2 2023 in Review

Crestmont Private Wealth sold out of WD-40 (WDFC) in Q2 2023, closing a stake of 1,597 shares — an estimated $284K sold.

Crestmont Private Wealth first reported a position in WDFC in Q4 2022 and held it in 2 quarters. The position peaked at $284K in Q1 2023. 288 funds tracked by Wall St. Rank hold WDFC as of Q2 2023.

  • Crestmont Private Wealth reported no remaining WD-40 position as of Q2 2023 after selling out during the quarter.
  • Crestmont Private Wealth sold 1,597 WD-40 shares in Q2 2023, an estimated $284K.
  • Crestmont Private Wealth first reported a position in WD-40 in Q4 2022 and held it in 2 quarters.
  • Crestmont Private Wealth's WD-40 position peaked at $284K in Q1 2023.
  • 288 funds tracked by Wall St. Rank held WD-40 as of Q2 2023.

Based on Crestmont Private Wealth's 13F filing for Q2 2023, filed 7 Jul 2023.