LWM Advisory Services’s WD-40 WDFC Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-51	Closed	-$10.4K	–	152
2023 Q3	$10.4K	Buy	+51	New	+$10.9K	0.01%	128

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LWM Advisory Services's WDFC Position: Q4 2023 in Review

LWM Advisory Services sold out of WD-40 (WDFC) in Q4 2023, closing a stake of 51 shares — an estimated $10.4K sold.

LWM Advisory Services first reported a position in WDFC in Q3 2023 and held it in 1 quarter. The position peaked at $10.4K in Q3 2023. 345 funds tracked by Wall St. Rank hold WDFC as of Q4 2023.

LWM Advisory Services reported no remaining WD-40 position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 51 WD-40 shares in Q4 2023, an estimated $10.4K.
LWM Advisory Services first reported a position in WD-40 in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's WD-40 position peaked at $10.4K in Q3 2023.
345 funds tracked by Wall St. Rank held WD-40 as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.