EPG Wealth Management’s WD-40 WDFC Stock Holding History

EPG Wealth 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
2020 Q2	–	Sell	-30	Closed	-$6K	–	773
2020 Q1	$6K	Hold	30	–	–	﹤0.01%	572
2019 Q4	$6K	Buy	+30	New	+$5.65K	﹤0.01%	503

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

EPG Wealth Management's WDFC Position: Q2 2020 in Review

EPG Wealth Management sold out of WD-40 (WDFC) in Q2 2020, closing a stake of 30 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in WDFC in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 296 funds tracked by Wall St. Rank hold WDFC as of Q2 2020.

EPG Wealth Management reported no remaining WD-40 position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 30 WD-40 shares in Q2 2020, an estimated $6K.
EPG Wealth Management first reported a position in WD-40 in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's WD-40 position peaked at $6K in Q1 2020.
296 funds tracked by Wall St. Rank held WD-40 as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.