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

Ropes 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
2020 Q4	–	Sell	-86	Closed	-$16K	–	929
2020 Q3	$16K	Buy	+86	New	+$16.9K	﹤0.01%	476

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ropes Wealth Advisors's WDFC Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of WD-40 (WDFC) in Q4 2020, closing a stake of 86 shares — an estimated $16K sold.

Ropes Wealth Advisors first reported a position in WDFC in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 316 funds tracked by Wall St. Rank hold WDFC as of Q4 2020.

Ropes Wealth Advisors reported no remaining WD-40 position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 86 WD-40 shares in Q4 2020, an estimated $16K.
Ropes Wealth Advisors first reported a position in WD-40 in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's WD-40 position peaked at $16K in Q3 2020.
316 funds tracked by Wall St. Rank held WD-40 as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.