JOYN Advisors’s WD-40 WDFC Stock Holding History

JOYN Advisors’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
2019 Q1	–	Sell	-46	Closed	-$8K	–	1404
2018 Q4	$8K	Sell	46 -8	-15%	-$1.35K	﹤0.01%	1081
2018 Q3	$9K	Sell	54 -3	-5%	-$502	﹤0.01%	1000
2018 Q2	$8K	Buy	57 +38	+200%	+$5.23K	﹤0.01%	1001
2018 Q1	$3K	Buy	+19	New	+$2.4K	﹤0.01%	1008

Other funds holding WDFC

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

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

JOYN Advisors's WDFC Position: Q1 2019 in Review

JOYN Advisors sold out of WD-40 (WDFC) in Q1 2019, closing a stake of 46 shares — an estimated $8K sold.

JOYN Advisors first reported a position in WDFC in Q1 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2018. 289 funds tracked by Wall St. Rank hold WDFC as of Q1 2019.

JOYN Advisors reported no remaining WD-40 position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 46 WD-40 shares in Q1 2019, an estimated $8K.
JOYN Advisors first reported a position in WD-40 in Q1 2018 and held it in 4 quarters.
JOYN Advisors's WD-40 position peaked at $9K in Q3 2018.
289 funds tracked by Wall St. Rank held WD-40 as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.