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Fernwood Investment Management’s WD-40 WDFC Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-54
Closed -$13.7K – 687
2024
Q1 		$13.7K Buy
+54
New +$14K ﹤0.01% 509

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fernwood Investment Management's WDFC Position: Q2 2024 in Review

Fernwood Investment Management sold out of WD-40 (WDFC) in Q2 2024, closing a stake of 54 shares — an estimated $13.7K sold.

Fernwood Investment Management first reported a position in WDFC in Q1 2024 and held it in 1 quarter. The position peaked at $13.7K in Q1 2024. 342 funds tracked by Wall St. Rank hold WDFC as of Q2 2024.

  • Fernwood Investment Management reported no remaining WD-40 position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 54 WD-40 shares in Q2 2024, an estimated $13.7K.
  • Fernwood Investment Management first reported a position in WD-40 in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's WD-40 position peaked at $13.7K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held WD-40 as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.