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Hall Private Wealth Advisors’s WD-40 WDFC Stock Holding History

Hall Private Wealth 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
2023
Q2 		– Sell
-19,596
Closed -$3.49M – 51
2023
Q1 		$3.49M Buy
+19,596
New +$3.38M 1.82% 19

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hall Private Wealth Advisors's WDFC Position: Q2 2023 in Review

Hall Private Wealth Advisors sold out of WD-40 (WDFC) in Q2 2023, closing a stake of 19,596 shares — an estimated $3.49M sold.

Hall Private Wealth Advisors first reported a position in WDFC in Q1 2023 and held it in 1 quarter. The position peaked at $3.49M in Q1 2023. 288 funds tracked by Wall St. Rank hold WDFC as of Q2 2023.

  • Hall Private Wealth Advisors reported no remaining WD-40 position as of Q2 2023 after selling out during the quarter.
  • Hall Private Wealth Advisors sold 19,596 WD-40 shares in Q2 2023, an estimated $3.49M.
  • Hall Private Wealth Advisors first reported a position in WD-40 in Q1 2023 and held it in 1 quarter.
  • Hall Private Wealth Advisors's WD-40 position peaked at $3.49M in Q1 2023.
  • 288 funds tracked by Wall St. Rank held WD-40 as of Q2 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.