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Richard Bernstein Advisors’s WD-40 WDFC Stock Holding History

Richard Bernstein 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
2023
Q3 		– Sell
-15,236
Closed -$2.87M – 242
2023
Q2 		$2.87M Buy
+15,236
New +$2.88M 0.06% 118

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richard Bernstein Advisors's WDFC Position: Q3 2023 in Review

Richard Bernstein Advisors sold out of WD-40 (WDFC) in Q3 2023, closing a stake of 15,236 shares — an estimated $2.87M sold.

Richard Bernstein Advisors first reported a position in WDFC in Q2 2023 and held it in 1 quarter. The position peaked at $2.87M in Q2 2023. 306 funds tracked by Wall St. Rank hold WDFC as of Q3 2023.

  • Richard Bernstein Advisors reported no remaining WD-40 position as of Q3 2023 after selling out during the quarter.
  • Richard Bernstein Advisors sold 15,236 WD-40 shares in Q3 2023, an estimated $2.87M.
  • Richard Bernstein Advisors first reported a position in WD-40 in Q2 2023 and held it in 1 quarter.
  • Richard Bernstein Advisors's WD-40 position peaked at $2.87M in Q2 2023.
  • 306 funds tracked by Wall St. Rank held WD-40 as of Q3 2023.

Based on Richard Bernstein Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.