Gradient Investments’s WD-40 WDFC Stock Holding History

Gradient Investments’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	-500	Closed	-$120K	–	1844
2023 Q4	$120K	Hold	500	–	–	﹤0.01%	402
2023 Q3	$102K	Hold	500	–	–	﹤0.01%	388
2023 Q2	$94.3K	Hold	500	–	–	﹤0.01%	412
2023 Q1	$89K	Hold	500	–	–	﹤0.01%	397
2022 Q4	$80.6K	Hold	500	–	–	﹤0.01%	421
2022 Q3	$88K	Hold	500	–	–	﹤0.01%	390
2022 Q2	$101K	Hold	500	–	–	﹤0.01%	372
2022 Q1	$92K	Hold	500	–	–	﹤0.01%	381
2021 Q4	$122K	Hold	500	–	–	﹤0.01%	338
2021 Q3	$116K	Hold	500	–	–	﹤0.01%	347
2021 Q2	$128K	Hold	500	–	–	﹤0.01%	334
2021 Q1	$153K	Hold	500	–	–	0.01%	312
2020 Q4	$95K	Hold	500	–	–	﹤0.01%	322
2020 Q3	$95K	Hold	500	–	–	﹤0.01%	322
2020 Q2	$99K	Hold	500	–	–	﹤0.01%	304
2020 Q1	$100K	Hold	500	–	–	0.01%	275
2019 Q4	$97K	Hold	500	–	–	﹤0.01%	314
2019 Q3	$92K	Hold	500	–	–	﹤0.01%	312
2019 Q2	$80K	Buy	+500	New	+$82K	﹤0.01%	333
2019 Q1	–	Sell	-500	Closed	-$92K	–	1016
2018 Q4	$92K	Hold	500	–	–	0.01%	274
2018 Q3	$86K	Hold	500	–	–	﹤0.01%	295
2018 Q2	$73K	Hold	500	–	–	﹤0.01%	299
2018 Q1	$66K	Hold	500	–	–	﹤0.01%	309
2017 Q4	$59K	Buy	+500	New	+$57.4K	﹤0.01%	330
2017 Q3	–	Sell	-500	Closed	-$55K	–	716
2017 Q2	$55K	Buy	+500	New	+$53.2K	﹤0.01%	303

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

Gradient Investments's WDFC Position: Q1 2024 in Review

Gradient Investments sold out of WD-40 (WDFC) in Q1 2024, closing a stake of 500 shares — an estimated $120K sold.

Gradient Investments first reported a position in WDFC in Q2 2017 and held it in 25 quarters. The position peaked at $153K in Q1 2021. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

Gradient Investments reported no remaining WD-40 position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 500 WD-40 shares in Q1 2024, an estimated $120K.
Gradient Investments first reported a position in WD-40 in Q2 2017 and held it in 25 quarters.
Gradient Investments's WD-40 position peaked at $153K in Q1 2021.
356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.