Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
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
–
2724
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
APG Asset Management
Amsterdam, Netherlands
$31.6B AUM
19.33%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
Acadian Asset Management
Boston, Massachusetts
$70.5B AUM
36%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close