Evoke Wealth’s WD-40 WDFC Stock Holding History

Evoke 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
2020 Q1	–	Sell	-2	Closed	-$388	–	1360
2019 Q4	$388	Hold	2	–	–	﹤0.01%	1203
2019 Q3	$367	Buy	+2	New	+$360	﹤0.01%	1371

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CCA

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

Evoke Wealth's WDFC Position: Q1 2020 in Review

Evoke Wealth sold out of WD-40 (WDFC) in Q1 2020, closing a stake of 2 shares — an estimated $388 sold.

Evoke Wealth first reported a position in WDFC in Q3 2019 and held it in 2 quarters. The position peaked at $388 in Q4 2019. 288 funds tracked by Wall St. Rank hold WDFC as of Q1 2020.

Evoke Wealth reported no remaining WD-40 position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 2 WD-40 shares in Q1 2020, an estimated $388.
Evoke Wealth first reported a position in WD-40 in Q3 2019 and held it in 2 quarters.
Evoke Wealth's WD-40 position peaked at $388 in Q4 2019.
288 funds tracked by Wall St. Rank held WD-40 as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.