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Financial Gravity Asset Management’s WD-40 WDFC Stock Holding History

Financial Gravity Asset 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
2018
Q2 		– Sell
-4
Closed -$1K – 1626
2018
Q1 		$1K Buy
+4
New +$505 ﹤0.01% 1287

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Financial Gravity Asset Management's WDFC Position: Q2 2018 in Review

Financial Gravity Asset Management sold out of WD-40 (WDFC) in Q2 2018, closing a stake of 4 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in WDFC in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 244 funds tracked by Wall St. Rank hold WDFC as of Q2 2018.

  • Financial Gravity Asset Management reported no remaining WD-40 position as of Q2 2018 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 WD-40 shares in Q2 2018, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in WD-40 in Q1 2018 and held it in 1 quarter.
  • Financial Gravity Asset Management's WD-40 position peaked at $1K in Q1 2018.
  • 244 funds tracked by Wall St. Rank held WD-40 as of Q2 2018.

Based on Financial Gravity Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.