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SkyOak Wealth’s WD-40 WDFC Stock Holding History

SkyOak 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
Q1 		– Sell
-1,249
Closed -$299K – 270
2023
Q4 		$299K Buy
+1,249
New +$279K 0.08% 182

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SkyOak Wealth's WDFC Position: Q1 2024 in Review

SkyOak Wealth sold out of WD-40 (WDFC) in Q1 2024, closing a stake of 1,249 shares — an estimated $299K sold.

SkyOak Wealth first reported a position in WDFC in Q4 2023 and held it in 1 quarter. The position peaked at $299K in Q4 2023. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

  • SkyOak Wealth reported no remaining WD-40 position as of Q1 2024 after selling out during the quarter.
  • SkyOak Wealth sold 1,249 WD-40 shares in Q1 2024, an estimated $299K.
  • SkyOak Wealth first reported a position in WD-40 in Q4 2023 and held it in 1 quarter.
  • SkyOak Wealth's WD-40 position peaked at $299K in Q4 2023.
  • 356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.