MinichMacGregor Wealth Management’s WD-40 WDFC Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-70	Closed	-$11.3K	–	654
2022 Q4	$11.3K	Buy	+70	New	+$11.7K	﹤0.01%	391
2018 Q4	–	Sell	-66	Closed	-$11K	–	525
2018 Q3	$11K	Buy	66 +1	+2%	+$167	0.01%	308
2018 Q2	$9K	Hold	65	–	–	0.01%	325
2018 Q1	$8K	Hold	65	–	–	0.01%	336
2017 Q4	$7K	Buy	65 +1	+2%	+$115	0.01%	343
2017 Q3	$7K	Hold	64	–	–	0.01%	326
2017 Q2	$7K	Hold	64	–	–	0.01%	324
2017 Q1	$7K	Hold	64	–	–	0.01%	324
2016 Q4	$7K	Buy	64 +1	+2%	+$110	0.01%	319
2016 Q3	$7K	Hold	63	–	–	0.01%	317
2016 Q2	$7K	Hold	63	–	–	0.01%	307
2016 Q1	$6K	Buy	63 +1	+2%	+$103	0.01%	302
2015 Q4	$5K	Buy	+62	New	+$6.02K	﹤0.01%	290

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

MinichMacGregor Wealth Management's WDFC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of WD-40 (WDFC) in Q1 2023, closing a stake of 70 shares — an estimated $11.3K sold.

MinichMacGregor Wealth Management first reported a position in WDFC in Q4 2015 and held it in 13 quarters. The position peaked at $11.3K in Q4 2022. 285 funds tracked by Wall St. Rank hold WDFC as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining WD-40 position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 70 WD-40 shares in Q1 2023, an estimated $11.3K.
MinichMacGregor Wealth Management first reported a position in WD-40 in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's WD-40 position peaked at $11.3K in Q4 2022.
285 funds tracked by Wall St. Rank held WD-40 as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.