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Simplicity Wealth’s WD-40 WDFC Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-3,920
Closed -$861K – 1215
2024
Q2 		$861K Sell
3,920
-163
-4% -$37.7K 0.02% 576
2024
Q1 		$1.03M Buy
+4,083
New +$1.06M 0.02% 504

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Wealth's WDFC Position: Q3 2024 in Review

Simplicity Wealth sold out of WD-40 (WDFC) in Q3 2024, closing a stake of 3,920 shares — an estimated $861K sold.

Simplicity Wealth first reported a position in WDFC in Q1 2024 and held it in 2 quarters. The position peaked at $1.03M in Q1 2024. 364 funds tracked by Wall St. Rank hold WDFC as of Q3 2024.

  • Simplicity Wealth reported no remaining WD-40 position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,920 WD-40 shares in Q3 2024, an estimated $861K.
  • Simplicity Wealth first reported a position in WD-40 in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's WD-40 position peaked at $1.03M in Q1 2024.
  • 364 funds tracked by Wall St. Rank held WD-40 as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.