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Sowell Financial Services’s WD-40 WDFC Stock Holding History

Sowell Financial Services’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
-14
Closed -$3K – 2719
2021
Q1 		$3K Hold
14
– – ﹤0.01% 2769
2020
Q4 		$4K Sell
14
-12
-46% -$2.9K ﹤0.01% 2362
2020
Q3 		$5K Hold
26
– – ﹤0.01% 2017
2020
Q2 		$5K Hold
26
– – ﹤0.01% 1920
2020
Q1 		$5K Hold
26
– – ﹤0.01% 1844
2019
Q4 		$5K Hold
26
– – ﹤0.01% 1926
2019
Q3 		$5K Buy
+26
New +$4.67K ﹤0.01% 1788

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $40.7B AUM 39.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $84.2B AUM 55.88% 1-Year Est. Return

Sowell Financial Services's WDFC Position: Q2 2021 in Review

Sowell Financial Services sold out of WD-40 (WDFC) in Q2 2021, closing a stake of 14 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in WDFC in Q3 2019 and held it in 7 quarters. The position peaked at $5K in Q3 2020. 315 funds tracked by Wall St. Rank hold WDFC as of Q2 2021.

  • Sowell Financial Services reported no remaining WD-40 position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 14 WD-40 shares in Q2 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in WD-40 in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's WD-40 position peaked at $5K in Q3 2020.
  • 315 funds tracked by Wall St. Rank held WD-40 as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.