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Pacific Capital Wealth Advisors’s WD-40 WDFC Stock Holding History

Pacific Capital 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
Q2 		– Sell
-15
Closed -$3.8K – 673
2024
Q1 		$3.8K Buy
+15
New +$3.88K ﹤0.01% 352

Other funds holding WDFC

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

Pacific Capital Wealth Advisors's WDFC Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of WD-40 (WDFC) in Q2 2024, closing a stake of 15 shares — an estimated $3.8K sold.

Pacific Capital Wealth Advisors first reported a position in WDFC in Q1 2024 and held it in 1 quarter. The position peaked at $3.8K in Q1 2024. 342 funds tracked by Wall St. Rank hold WDFC as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining WD-40 position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 15 WD-40 shares in Q2 2024, an estimated $3.8K.
  • Pacific Capital Wealth Advisors first reported a position in WD-40 in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's WD-40 position peaked at $3.8K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held WD-40 as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.