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Mountain Capital Investment Advisors’s WD-40 WDFC Stock Holding History

Mountain Capital Investment 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
2021
Q1 		– Sell
-2,381
Closed -$715K – 155
2020
Q4 		$715K Buy
+2,381
New +$576K 0.43% 80

Other funds holding WDFC

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mountain Capital Investment Advisors's WDFC Position: Q1 2021 in Review

Mountain Capital Investment Advisors sold out of WD-40 (WDFC) in Q1 2021, closing a stake of 2,381 shares — an estimated $715K sold.

Mountain Capital Investment Advisors first reported a position in WDFC in Q4 2020 and held it in 1 quarter. The position peaked at $715K in Q4 2020. 317 funds tracked by Wall St. Rank hold WDFC as of Q1 2021.

  • Mountain Capital Investment Advisors reported no remaining WD-40 position as of Q1 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 2,381 WD-40 shares in Q1 2021, an estimated $715K.
  • Mountain Capital Investment Advisors first reported a position in WD-40 in Q4 2020 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's WD-40 position peaked at $715K in Q4 2020.
  • 317 funds tracked by Wall St. Rank held WD-40 as of Q1 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.