RWA Wealth Partners’s WD-40 WDFC Stock Holding History

RWA Wealth Partners’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
2022 Q3	–	Sell	-1,371	Closed	-$276K	–	255
2022 Q2	$276K	Hold	1,371	–	–	0.02%	203
2022 Q1	$251K	Hold	1,371	–	–	0.02%	226
2021 Q4	$335K	Hold	1,371	–	–	0.02%	200
2021 Q3	$317K	Hold	1,371	–	–	0.02%	198
2021 Q2	$351K	Hold	1,371	–	–	0.03%	192
2021 Q1	$420K	Hold	1,371	–	–	0.03%	174
2020 Q4	$364K	Hold	1,371	–	–	0.03%	177
2020 Q3	$259K	Hold	1,371	–	–	0.03%	186
2020 Q2	$272K	Hold	1,371	–	–	0.03%	183
2020 Q1	$275K	Hold	1,371	–	–	0.04%	172
2019 Q4	$266K	Hold	1,371	–	–	0.03%	208
2019 Q3	$252K	Hold	1,371	–	–	0.03%	207
2019 Q2	$218K	Hold	1,371	–	–	0.02%	209
2019 Q1	$232K	Hold	1,371	–	–	0.03%	211
2018 Q4	$251K	Hold	1,371	–	–	0.03%	193
2018 Q3	$236K	Hold	1,371	–	–	0.03%	210
2018 Q2	$200K	Buy	1,371 +51	+4%	+$7.02K	0.02%	229
2018 Q1	$174K	Buy	+1,320	New	+$167K	0.02%	205

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

RWA Wealth Partners's WDFC Position: Q3 2022 in Review

RWA Wealth Partners sold out of WD-40 (WDFC) in Q3 2022, closing a stake of 1,371 shares — an estimated $276K sold.

RWA Wealth Partners first reported a position in WDFC in Q1 2018 and held it in 18 quarters. The position peaked at $420K in Q1 2021. 282 funds tracked by Wall St. Rank hold WDFC as of Q3 2022.

RWA Wealth Partners reported no remaining WD-40 position as of Q3 2022 after selling out during the quarter.
RWA Wealth Partners sold 1,371 WD-40 shares in Q3 2022, an estimated $276K.
RWA Wealth Partners first reported a position in WD-40 in Q1 2018 and held it in 18 quarters.
RWA Wealth Partners's WD-40 position peaked at $420K in Q1 2021.
282 funds tracked by Wall St. Rank held WD-40 as of Q3 2022.

Based on RWA Wealth Partners's 13F filing for Q3 2022, filed 14 Oct 2022.