Lido Advisors’s WD-40 WDFC Stock Holding History

Lido 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
2022 Q3	–	Sell	-1,665	Closed	-$335K	–	1047
2022 Q2	$335K	Buy	+1,665	New	+$311K	﹤0.01%	689

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's WDFC Position: Q3 2022 in Review

Lido Advisors sold out of WD-40 (WDFC) in Q3 2022, closing a stake of 1,665 shares — an estimated $335K sold.

Lido Advisors first reported a position in WDFC in Q2 2022 and held it in 1 quarter. The position peaked at $335K in Q2 2022. 282 funds tracked by Wall St. Rank hold WDFC as of Q3 2022.

Lido Advisors reported no remaining WD-40 position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 1,665 WD-40 shares in Q3 2022, an estimated $335K.
Lido Advisors first reported a position in WD-40 in Q2 2022 and held it in 1 quarter.
Lido Advisors's WD-40 position peaked at $335K in Q2 2022.
282 funds tracked by Wall St. Rank held WD-40 as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.