Mine & Arao Wealth Creation & Management’s WD-40 WDFC Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-125	Closed	-$31.7K	–	366
2024 Q1	$31.7K	Hold	125	–	–	0.02%	164
2023 Q4	$29.9K	Hold	125	–	–	0.02%	167
2023 Q3	$25.4K	Hold	125	–	–	0.02%	169
2023 Q2	$23.6K	Hold	125	–	–	0.01%	179
2023 Q1	$22.3K	Hold	125	–	–	0.01%	183
2022 Q4	$20.2K	Hold	125	–	–	0.01%	183
2022 Q3	$22K	Hold	125	–	–	0.02%	177
2022 Q2	$25K	Hold	125	–	–	0.02%	182
2022 Q1	$23K	Sell	125 -25	-17%	-$5.34K	0.01%	192
2021 Q4	$37K	Buy	150 +50	+50%	+$11.6K	0.02%	167
2021 Q3	$23K	Hold	100	–	–	0.01%	198
2021 Q2	$26K	Hold	100	–	–	0.02%	184
2021 Q1	$31K	Hold	100	–	–	0.02%	161
2020 Q4	$27K	Hold	100	–	–	0.02%	162
2020 Q3	$19K	Hold	100	–	–	0.02%	169
2020 Q2	$20K	Hold	100	–	–	0.02%	153
2020 Q1	$20K	Hold	100	–	–	0.02%	146
2019 Q4	$19K	Buy	+100	New	+$18.8K	0.02%	172

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

Mine & Arao Wealth Creation & Management's WDFC Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of WD-40 (WDFC) in Q2 2024, closing a stake of 125 shares — an estimated $31.7K sold.

Mine & Arao Wealth Creation & Management first reported a position in WDFC in Q4 2019 and held it in 18 quarters. The position peaked at $37K in Q4 2021. 342 funds tracked by Wall St. Rank hold WDFC as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining WD-40 position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 125 WD-40 shares in Q2 2024, an estimated $31.7K.
Mine & Arao Wealth Creation & Management first reported a position in WD-40 in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's WD-40 position peaked at $37K in Q4 2021.
342 funds tracked by Wall St. Rank held WD-40 as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.