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SYSTM Wealth Solutions’s WD-40 WDFC Stock Holding History

SYSTM Wealth Solutions’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
-10
Closed -$2.2K – 629
2024
Q2 		$2.2K Sell
10
-537
-98% -$124K ﹤0.01% 612
2024
Q1 		$139K Hold
547
– – 0.02% 437
2023
Q4 		$131K Buy
+547
New +$122K 0.02% 424
2023
Q2 		– Sell
-1,637
Closed -$291K – 527
2023
Q1 		$291K Buy
1,637
+22
+1% +$3.8K 0.04% 383
2022
Q4 		$260K Buy
+1,615
New +$269K 0.03% 457

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

SYSTM Wealth Solutions's WDFC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of WD-40 (WDFC) in Q3 2024, closing a stake of 10 shares — an estimated $2.2K sold.

SYSTM Wealth Solutions first reported a position in WDFC in Q4 2022 and held it in 5 quarters. The position peaked at $291K in Q1 2023. 364 funds tracked by Wall St. Rank hold WDFC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining WD-40 position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 10 WD-40 shares in Q3 2024, an estimated $2.2K.
  • SYSTM Wealth Solutions first reported a position in WD-40 in Q4 2022 and held it in 5 quarters.
  • SYSTM Wealth Solutions's WD-40 position peaked at $291K in Q1 2023.
  • 364 funds tracked by Wall St. Rank held WD-40 as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.