Fortis Capital Advisors’s WD-40 WDFC Stock Holding History

Fortis Capital Advisors’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 Q1	–	Sell	-1,100	Closed	-$263K	–	176
2023 Q4	$263K	Buy	+1,100	New	+$246K	0.14%	95

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fortis Capital Advisors's WDFC Position: Q1 2024 in Review

Fortis Capital Advisors sold out of WD-40 (WDFC) in Q1 2024, closing a stake of 1,100 shares — an estimated $263K sold.

Fortis Capital Advisors first reported a position in WDFC in Q4 2023 and held it in 1 quarter. The position peaked at $263K in Q4 2023. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

Fortis Capital Advisors reported no remaining WD-40 position as of Q1 2024 after selling out during the quarter.
Fortis Capital Advisors sold 1,100 WD-40 shares in Q1 2024, an estimated $263K.
Fortis Capital Advisors first reported a position in WD-40 in Q4 2023 and held it in 1 quarter.
Fortis Capital Advisors's WD-40 position peaked at $263K in Q4 2023.
356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on Fortis Capital Advisors's 13F filing for Q1 2024, filed 8 May 2024.