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Insight Wealth Strategies’s WD-40 WDFC Stock Holding History

Insight Wealth Strategies’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
2022
Q4 		– Sell
-1,306
Closed -$263K – 156
2022
Q3 		$263K Hold
1,306
– – 0.05% 129
2022
Q2 		$263K Buy
1,306
+76
+6% +$14.2K 0.05% 129
2022
Q1 		$225K Buy
1,230
+68
+6% +$14.5K 0.03% 148
2021
Q4 		$284K Buy
1,162
+101
+10% +$23.5K 0.04% 139
2021
Q3 		$246K Buy
1,061
+94
+10% +$22.5K 0.03% 171
2021
Q2 		$248K Buy
+967
New +$247K 0.04% 168

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Wealth Strategies's WDFC Position: Q4 2022 in Review

Insight Wealth Strategies sold out of WD-40 (WDFC) in Q4 2022, closing a stake of 1,306 shares — an estimated $263K sold.

Insight Wealth Strategies first reported a position in WDFC in Q2 2021 and held it in 6 quarters. The position peaked at $284K in Q4 2021. 271 funds tracked by Wall St. Rank hold WDFC as of Q4 2022.

  • Insight Wealth Strategies reported no remaining WD-40 position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,306 WD-40 shares in Q4 2022, an estimated $263K.
  • Insight Wealth Strategies first reported a position in WD-40 in Q2 2021 and held it in 6 quarters.
  • Insight Wealth Strategies's WD-40 position peaked at $284K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held WD-40 as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.