Sutton Wealth Advisors’s WD-40 WDFC Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-200	Closed	-$32.2K	–	1564
2022 Q4	$32.2K	Buy	200 +25	+14%	+$4.17K	0.01%	524
2022 Q3	$30.8K	Hold	175	–	–	0.01%	516
2022 Q2	$35.2K	Sell	175 -22	-11%	-$4.11K	0.01%	480
2022 Q1	$36.1K	Sell	197 -6	-3%	-$1.28K	0.01%	511
2021 Q4	$49.7K	Buy	203 +3	+2%	+$698	0.02%	418
2021 Q3	$46.3K	Buy	200 +27	+16%	+$6.48K	0.02%	414
2021 Q2	$44.3K	Hold	173	–	–	0.02%	441
2021 Q1	$53K	Hold	173	–	–	0.02%	380
2020 Q4	$46K	Hold	173	–	–	0.02%	378
2020 Q3	$32.8K	Hold	173	–	–	0.02%	412
2020 Q2	$34.3K	Hold	173	–	–	0.02%	391
2020 Q1	$34.7K	Hold	173	–	–	0.02%	341
2019 Q4	$33.6K	Hold	173	–	–	0.02%	425
2019 Q3	$31.8K	Hold	173	–	–	0.02%	432
2019 Q2	$27.5K	Hold	173	–	–	0.02%	480
2019 Q1	$29.3K	Hold	173	–	–	0.02%	452
2018 Q4	$31.7K	Hold	173	–	–	0.02%	376
2018 Q3	$29.8K	Hold	173	–	–	0.02%	443
2018 Q2	$25.3K	Hold	173	–	–	0.02%	514
2018 Q1	$22.8K	Hold	173	–	–	0.02%	520
2017 Q4	$20.4K	Hold	173	–	–	0.02%	551
2017 Q3	$19.4K	Hold	173	–	–	0.01%	557
2017 Q2	$19.1K	Hold	173	–	–	0.02%	547
2017 Q1	$18.8K	Hold	173	–	–	0.02%	536
2016 Q4	$20.2K	Hold	173	–	–	0.02%	490
2016 Q3	$19.4K	Hold	173	–	–	0.02%	465
2016 Q2	$20.3K	Hold	173	–	–	0.02%	442
2016 Q1	$18.7K	Buy	+173	New	+$17.9K	0.02%	452

Other funds holding WDFC

BlackRock New York $5.72T 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's WDFC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of WD-40 (WDFC) in Q1 2023, closing a stake of 200 shares — an estimated $32.2K sold.

Sutton Wealth Advisors first reported a position in WDFC in Q1 2016 and held it in 28 quarters. The position peaked at $53K in Q1 2021. 285 funds tracked by Wall St. Rank hold WDFC as of Q1 2023.

Sutton Wealth Advisors reported no remaining WD-40 position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 200 WD-40 shares in Q1 2023, an estimated $32.2K.
Sutton Wealth Advisors first reported a position in WD-40 in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's WD-40 position peaked at $53K in Q1 2021.
285 funds tracked by Wall St. Rank held WD-40 as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.