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Financial Management Professionals’s WD-40 WDFC Stock Holding History

Financial Management Professionals’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
2022
Q2 		– Sell
-8
Closed -$1K – 1147
2022
Q1 		$1K Sell
8
-3
-27% -$641 ﹤0.01% 981
2021
Q4 		$3K Hold
11
– – ﹤0.01% 697
2021
Q3 		$3K Hold
11
– – ﹤0.01% 685
2021
Q2 		$3K Buy
+11
New +$2.81K ﹤0.01% 634

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Management Professionals's WDFC Position: Q2 2022 in Review

Financial Management Professionals sold out of WD-40 (WDFC) in Q2 2022, closing a stake of 8 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in WDFC in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 292 funds tracked by Wall St. Rank hold WDFC as of Q2 2022.

  • Financial Management Professionals reported no remaining WD-40 position as of Q2 2022 after selling out during the quarter.
  • Financial Management Professionals sold 8 WD-40 shares in Q2 2022, an estimated $1K.
  • Financial Management Professionals first reported a position in WD-40 in Q2 2021 and held it in 4 quarters.
  • Financial Management Professionals's WD-40 position peaked at $3K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held WD-40 as of Q2 2022.

Based on Financial Management Professionals's 13F filing for Q2 2022, filed 12 Jul 2022.