Opal Wealth Advisors’s WD-40 WDFC Stock Holding History

Opal Wealth 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
2024 Q3	–	Sell	-60	Closed	-$13.2K	–	1165
2024 Q2	$13.2K	Buy	60 +2	+3%	+$462	﹤0.01%	604
2024 Q1	$14.7K	Buy	+58	New	+$15K	0.01%	238

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Opal Wealth Advisors's WDFC Position: Q3 2024 in Review

Opal Wealth Advisors sold out of WD-40 (WDFC) in Q3 2024, closing a stake of 60 shares — an estimated $13.2K sold.

Opal Wealth Advisors first reported a position in WDFC in Q1 2024 and held it in 2 quarters. The position peaked at $14.7K in Q1 2024. 364 funds tracked by Wall St. Rank hold WDFC as of Q3 2024.

Opal Wealth Advisors reported no remaining WD-40 position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 60 WD-40 shares in Q3 2024, an estimated $13.2K.
Opal Wealth Advisors first reported a position in WD-40 in Q1 2024 and held it in 2 quarters.
Opal Wealth Advisors's WD-40 position peaked at $14.7K in Q1 2024.
364 funds tracked by Wall St. Rank held WD-40 as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.