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Fortitude Advisory Group’s WD-40 WDFC Stock Holding History

Fortitude Advisory Group’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
-107
Closed -$20K – 1292
2022
Q1 		$20K Hold
107
– – 0.01% 839
2021
Q4 		$26K Buy
+107
New +$24.9K 0.01% 767

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

Fortitude Advisory Group's WDFC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of WD-40 (WDFC) in Q2 2022, closing a stake of 107 shares — an estimated $20K sold.

Fortitude Advisory Group first reported a position in WDFC in Q4 2021 and held it in 2 quarters. The position peaked at $26K in Q4 2021. 292 funds tracked by Wall St. Rank hold WDFC as of Q2 2022.

  • Fortitude Advisory Group reported no remaining WD-40 position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 107 WD-40 shares in Q2 2022, an estimated $20K.
  • Fortitude Advisory Group first reported a position in WD-40 in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's WD-40 position peaked at $26K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held WD-40 as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.