Everpar Advisors’s WD-40 WDFC Stock Holding History

Everpar Advisors’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 Q1	–	Sell	-1,213	Closed	-$290K	–	286
2023 Q4	$290K	Buy	+1,213	New	+$271K	0.14%	224

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Everpar Advisors's WDFC Position: Q1 2024 in Review

Everpar Advisors sold out of WD-40 (WDFC) in Q1 2024, closing a stake of 1,213 shares — an estimated $290K sold.

Everpar Advisors first reported a position in WDFC in Q4 2023 and held it in 1 quarter. The position peaked at $290K in Q4 2023. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

Everpar Advisors reported no remaining WD-40 position as of Q1 2024 after selling out during the quarter.
Everpar Advisors sold 1,213 WD-40 shares in Q1 2024, an estimated $290K.
Everpar Advisors first reported a position in WD-40 in Q4 2023 and held it in 1 quarter.
Everpar Advisors's WD-40 position peaked at $290K in Q4 2023.
356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on Everpar Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.