FORA Capital’s WD-40 WDFC Stock Holding History

FORA Capital’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 Q3	–	Sell	-1,423	Closed	-$313K	–	594
2024 Q2	$313K	Buy	+1,423	New	+$329K	0.04%	324
2023 Q1	–	Sell	-1,541	Closed	-$248K	–	717
2022 Q4	$248K	Buy	+1,541	New	+$257K	0.04%	409

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

FORA Capital's WDFC Position: Q3 2024 in Review

FORA Capital sold out of WD-40 (WDFC) in Q3 2024, closing a stake of 1,423 shares — an estimated $313K sold.

FORA Capital first reported a position in WDFC in Q4 2022 and held it in 2 quarters. The position peaked at $313K in Q2 2024. 364 funds tracked by Wall St. Rank hold WDFC as of Q3 2024.

FORA Capital reported no remaining WD-40 position as of Q3 2024 after selling out during the quarter.
FORA Capital sold 1,423 WD-40 shares in Q3 2024, an estimated $313K.
FORA Capital first reported a position in WD-40 in Q4 2022 and held it in 2 quarters.
FORA Capital's WD-40 position peaked at $313K in Q2 2024.
364 funds tracked by Wall St. Rank held WD-40 as of Q3 2024.

Based on FORA Capital's 13F filing for Q3 2024, filed 13 Nov 2024.