SPC
WDFC icon

Sigma Planning Corp’s WD-40 WDFC Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-1,445
Closed -$287K – 1170
2020
Q2 		$287K Buy
1,445
+112
+8% +$20.3K 0.01% 793
2020
Q1 		$268K Buy
1,333
+6
+0.5% +$1.13K 0.02% 689
2019
Q4 		$258K Sell
1,327
-240
-15% -$45.2K 0.01% 863
2019
Q3 		$288K Buy
1,567
+133
+9% +$23.9K 0.01% 779
2019
Q2 		$228K Buy
+1,434
New +$235K 0.01% 854
2019
Q1 		– Sell
-1,834
Closed -$336K – 994
2018
Q4 		$336K Buy
+1,834
New +$311K 0.02% 567

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Sigma Planning Corp's WDFC Position: Q3 2020 in Review

Sigma Planning Corp sold out of WD-40 (WDFC) in Q3 2020, closing a stake of 1,445 shares — an estimated $287K sold.

Sigma Planning Corp first reported a position in WDFC in Q4 2018 and held it in 6 quarters. The position peaked at $336K in Q4 2018. 287 funds tracked by Wall St. Rank hold WDFC as of Q3 2020.

  • Sigma Planning Corp reported no remaining WD-40 position as of Q3 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 1,445 WD-40 shares in Q3 2020, an estimated $287K.
  • Sigma Planning Corp first reported a position in WD-40 in Q4 2018 and held it in 6 quarters.
  • Sigma Planning Corp's WD-40 position peaked at $336K in Q4 2018.
  • 287 funds tracked by Wall St. Rank held WD-40 as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.