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Householder Group Estate & Retirement Specialist’s WD-40 WDFC Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-50
Closed -$12K – 1229
2024
Q3 		$12K Hold
50
– – ﹤0.01% 790
2024
Q2 		$10K Hold
50
– – ﹤0.01% 818
2024
Q1 		$12.7K Hold
50
– – ﹤0.01% 766
2023
Q4 		$11K Hold
50
– – ﹤0.01% 753
2023
Q3 		$10.2K Buy
+50
New +$10.7K ﹤0.01% 780
2023
Q1 		$9K Buy
+50
New +$8.63K ﹤0.01% 847
2022
Q4 		– Sell
-307
Closed -$54K – 1162
2022
Q3 		$54K Buy
+307
New +$57.3K 0.02% 387

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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WDFC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WD-40 (WDFC) in Q4 2024, closing a stake of 50 shares — an estimated $12K sold.

Householder Group Estate & Retirement Specialist first reported a position in WDFC in Q3 2022 and held it in 7 quarters. The position peaked at $54K in Q3 2022. 370 funds tracked by Wall St. Rank hold WDFC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WD-40 position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 50 WD-40 shares in Q4 2024, an estimated $12K.
  • Householder Group Estate & Retirement Specialist first reported a position in WD-40 in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's WD-40 position peaked at $54K in Q3 2022.
  • 370 funds tracked by Wall St. Rank held WD-40 as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.