Koshinski Asset Management
WDFC icon

Koshinski Asset Management’s WD-40 WDFC Stock Holding History

Koshinski 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
Q1 		– Sell
-951
Closed -$227K – 645
2023
Q4 		$227K Buy
+951
New +$212K 0.03% 450
2022
Q2 		– Sell
-923
Closed -$169K – 1952
2022
Q1 		$169K Buy
923
+4
+0.4% +$854 0.01% 647
2021
Q4 		$225K Buy
919
+3
+0.3% +$698 0.02% 586
2021
Q3 		$212K Buy
+916
New +$220K 0.02% 596
2021
Q2 		– Sell
-911
Closed -$279K – 630
2021
Q1 		$279K Buy
911
+2
+0.2% +$607 0.03% 496
2020
Q4 		$242K Buy
+909
New +$220K 0.03% 475
2020
Q2 		– Sell
-1,100
Closed -$221K – 513
2020
Q1 		$221K Buy
1,100
+3
+0.3% +$565 0.05% 404
2019
Q4 		$213K Buy
+1,097
New +$207K 0.04% 473

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management's WDFC Position: Q1 2024 in Review

Koshinski Asset Management sold out of WD-40 (WDFC) in Q1 2024, closing a stake of 951 shares — an estimated $227K sold.

Koshinski Asset Management first reported a position in WDFC in Q4 2019 and held it in 8 quarters. The position peaked at $279K in Q1 2021. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

  • Koshinski Asset Management reported no remaining WD-40 position as of Q1 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 951 WD-40 shares in Q1 2024, an estimated $227K.
  • Koshinski Asset Management first reported a position in WD-40 in Q4 2019 and held it in 8 quarters.
  • Koshinski Asset Management's WD-40 position peaked at $279K in Q1 2021.
  • 356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on Koshinski Asset Management's 13F filing for Q1 2024, filed 8 May 2024.