Institutional & Family Asset Management’s WD-40 WDFC Stock Holding History

Institutional & Family Asset 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	$5.27K	Hold	24	–	–	﹤0.01%	492
2024 Q1	$6.08K	Hold	24	–	–	﹤0.01%	468
2023 Q4	$5.74K	Hold	24	–	–	﹤0.01%	462
2023 Q3	$4.88K	Hold	24	–	–	﹤0.01%	465
2023 Q2	$4.53K	Hold	24	–	–	﹤0.01%	487
2023 Q1	$4.27K	Hold	24	–	–	﹤0.01%	496
2022 Q4	$3.87K	Buy	24 +4	+20%	+$667	﹤0.01%	499
2022 Q3	$4K	Hold	20	–	–	﹤0.01%	525
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	536
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	593
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	572
2021 Q3	$5K	Hold	20	–	–	﹤0.01%	681
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	727
2021 Q1	$6K	Sell	20 -17	-46%	-$5.16K	﹤0.01%	671
2020 Q4	$10K	Hold	37	–	–	﹤0.01%	546
2020 Q3	$7K	Hold	37	–	–	﹤0.01%	548
2020 Q2	$7K	Hold	37	–	–	﹤0.01%	541
2020 Q1	$7K	Hold	37	–	–	﹤0.01%	504
2019 Q4	$7K	Hold	37	–	–	﹤0.01%	559
2019 Q3	$7K	Hold	37	–	–	﹤0.01%	525
2019 Q2	$6K	Sell	37 -18	-33%	-$2.95K	﹤0.01%	572
2019 Q1	$9K	Hold	55	–	–	﹤0.01%	527
2018 Q4	$10K	Hold	55	–	–	﹤0.01%	481
2018 Q3	$9K	Buy	55 +14	+34%	+$2.34K	﹤0.01%	547
2018 Q2	$6K	Hold	41	–	–	﹤0.01%	596
2018 Q1	$5K	Buy	+41	New	+$5.17K	﹤0.01%	610

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Institutional & Family Asset Management's WDFC Position: Q2 2024 in Review

Institutional & Family Asset Management held its WD-40 (WDFC) position steady in Q2 2024 at 24 shares worth $5.27K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Institutional & Family Asset Management first reported a position in WDFC in Q1 2018 and has held it in 26 quarters since. The position peaked at $10K in Q4 2020. 342 funds tracked by Wall St. Rank hold WDFC as of Q2 2024.

Institutional & Family Asset Management held 24 shares of WD-40 worth $5.27K as of Q2 2024.
Institutional & Family Asset Management left its WD-40 share count unchanged in Q2 2024.
WD-40 made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #492 holding.
Institutional & Family Asset Management first reported a position in WD-40 in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's WD-40 position peaked at $10K in Q4 2020.
342 funds tracked by Wall St. Rank held WD-40 as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.