Regent Peak Wealth Advisors’s WD-40 WDFC Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-6	Closed	-$2K	–	993
2020 Q4	$2K	Buy	+6	New	+$1.45K	﹤0.01%	852

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's WDFC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of WD-40 (WDFC) in Q1 2021, closing a stake of 6 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in WDFC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 317 funds tracked by Wall St. Rank hold WDFC as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining WD-40 position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 6 WD-40 shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in WD-40 in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's WD-40 position peaked at $2K in Q4 2020.
317 funds tracked by Wall St. Rank held WD-40 as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.