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

ICA 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
2024
Q2 		– Sell
-100
Closed -$25.3K – 1330
2024
Q1 		$25.3K Hold
100
– – 0.01% 703
2023
Q4 		$23.9K Buy
+100
New +$22.3K 0.01% 679
2023
Q3 		– Sell
-100
Closed -$18.9K – 1232
2023
Q2 		$18.9K Hold
100
– – ﹤0.01% 706
2023
Q1 		$17.8K Hold
100
– – ﹤0.01% 692
2022
Q4 		$16.1K Buy
+100
New +$16.7K ﹤0.01% 731

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ICA Group Wealth Management's WDFC Position: Q2 2024 in Review

ICA Group Wealth Management sold out of WD-40 (WDFC) in Q2 2024, closing a stake of 100 shares — an estimated $25.3K sold.

ICA Group Wealth Management first reported a position in WDFC in Q4 2022 and held it in 5 quarters. The position peaked at $25.3K in Q1 2024. 342 funds tracked by Wall St. Rank hold WDFC as of Q2 2024.

  • ICA Group Wealth Management reported no remaining WD-40 position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 100 WD-40 shares in Q2 2024, an estimated $25.3K.
  • ICA Group Wealth Management first reported a position in WD-40 in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's WD-40 position peaked at $25.3K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held WD-40 as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.