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Magnus Financial Group’s WD-40 WDFC Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-1,343
Closed -$266K – 638
2020
Q2 		$266K Hold
1,343
– – 0.03% 422
2020
Q1 		$270K Hold
1,343
– – 0.04% 317
2019
Q4 		$261K Hold
1,343
– – 0.04% 361
2019
Q3 		$246K Hold
1,343
– – 0.05% 352
2019
Q2 		$214K Hold
1,343
– – 0.04% 426
2019
Q1 		$228K Hold
1,343
– – 0.05% 370
2018
Q4 		$246K Buy
+1,343
New +$227K 0.07% 265

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Magnus Financial Group's WDFC Position: Q3 2020 in Review

Magnus Financial Group sold out of WD-40 (WDFC) in Q3 2020, closing a stake of 1,343 shares — an estimated $266K sold.

Magnus Financial Group first reported a position in WDFC in Q4 2018 and held it in 7 quarters. The position peaked at $270K in Q1 2020. 287 funds tracked by Wall St. Rank hold WDFC as of Q3 2020.

  • Magnus Financial Group reported no remaining WD-40 position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 1,343 WD-40 shares in Q3 2020, an estimated $266K.
  • Magnus Financial Group first reported a position in WD-40 in Q4 2018 and held it in 7 quarters.
  • Magnus Financial Group's WD-40 position peaked at $270K in Q1 2020.
  • 287 funds tracked by Wall St. Rank held WD-40 as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.