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Security National Bank of Sioux City Iowa’s WD-40 WDFC Stock Holding History

Security National Bank of Sioux City Iowa’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
Q2 		– Sell
-800
Closed -$245K – 126
2021
Q1 		$245K Hold
800
– – 0.2% 87
2020
Q4 		$213K Buy
+800
New +$194K 0.18% 86

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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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Security National Bank of Sioux City Iowa's WDFC Position: Q2 2021 in Review

Security National Bank of Sioux City Iowa sold out of WD-40 (WDFC) in Q2 2021, closing a stake of 800 shares — an estimated $245K sold.

Security National Bank of Sioux City Iowa first reported a position in WDFC in Q4 2020 and held it in 2 quarters. The position peaked at $245K in Q1 2021. 315 funds tracked by Wall St. Rank hold WDFC as of Q2 2021.

  • Security National Bank of Sioux City Iowa reported no remaining WD-40 position as of Q2 2021 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 800 WD-40 shares in Q2 2021, an estimated $245K.
  • Security National Bank of Sioux City Iowa first reported a position in WD-40 in Q4 2020 and held it in 2 quarters.
  • Security National Bank of Sioux City Iowa's WD-40 position peaked at $245K in Q1 2021.
  • 315 funds tracked by Wall St. Rank held WD-40 as of Q2 2021.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2021, filed 16 Aug 2021.