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DB Wealth Management Group’s WD-40 WDFC Stock Holding History

DB Wealth Management Group’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
Q4 		$9.56K Hold
40
– – 0.01% 288
2023
Q3 		$8.13K Hold
40
– – 0.01% 290
2023
Q2 		$7.55K Hold
40
– – ﹤0.01% 294
2023
Q1 		$7.12K Hold
40
– – ﹤0.01% 291
2022
Q4 		$6.45K Buy
+40
New +$6.67K ﹤0.01% 295
2022
Q1 		– Sell
-40
Closed -$10K – 391
2021
Q4 		$10K Hold
40
– – 0.01% 276
2021
Q3 		$9K Hold
40
– – 0.01% 277
2021
Q2 		$10K Hold
40
– – 0.01% 272
2021
Q1 		$12K Hold
40
– – 0.01% 262
2020
Q4 		$11K Buy
+40
New +$9.68K 0.01% 264

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

DB Wealth Management Group's WDFC Position: Q4 2023 in Review

DB Wealth Management Group held its WD-40 (WDFC) position steady in Q4 2023 at 40 shares worth $9.56K. The position accounts for 0.01% of the portfolio, ranked #288.

DB Wealth Management Group first reported a position in WDFC in Q4 2020 and has held it in 10 quarters since. The position peaked at $12K in Q1 2021. 345 funds tracked by Wall St. Rank hold WDFC as of Q4 2023.

  • DB Wealth Management Group held 40 shares of WD-40 worth $9.56K as of Q4 2023.
  • DB Wealth Management Group left its WD-40 share count unchanged in Q4 2023.
  • WD-40 made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #288 holding.
  • DB Wealth Management Group first reported a position in WD-40 in Q4 2020 and has held it in 10 quarters since.
  • DB Wealth Management Group's WD-40 position peaked at $12K in Q1 2021.
  • 345 funds tracked by Wall St. Rank held WD-40 as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.