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Harvest Group Wealth Management’s WD-40 WDFC Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-10
Closed -$3K – 711
2020
Q4 		$3K Hold
10
– – ﹤0.01% 321
2020
Q3 		$2K Hold
10
– – ﹤0.01% 388
2020
Q2 		$1K Hold
10
– – ﹤0.01% 438
2020
Q1 		$2K Sell
10
-50
-83% -$9.42K ﹤0.01% 330
2019
Q4 		$11K Hold
60
– – 0.01% 236
2019
Q3 		$11K Hold
60
– – 0.01% 248
2019
Q2 		$9K Hold
60
– – 0.01% 238
2019
Q1 		$10K Buy
+60
New +$10.6K 0.01% 245

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's WDFC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of WD-40 (WDFC) in Q1 2021, closing a stake of 10 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in WDFC in Q1 2019 and held it in 8 quarters. The position peaked at $11K in Q4 2019. 317 funds tracked by Wall St. Rank hold WDFC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining WD-40 position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 WD-40 shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in WD-40 in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's WD-40 position peaked at $11K in Q4 2019.
  • 317 funds tracked by Wall St. Rank held WD-40 as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.