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Tarbox Family Office’s WD-40 WDFC Stock Holding History

Tarbox Family Office’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
-11
Closed -$3K – 1217
2021
Q1 		$3K Hold
11
– – ﹤0.01% 812
2020
Q4 		$3K Sell
11
-4
-27% -$968 ﹤0.01% 749
2020
Q3 		$3K Buy
15
+3
+25% +$589 ﹤0.01% 676
2020
Q2 		$2K Sell
12
-6
-33% -$1.09K ﹤0.01% 853
2020
Q1 		$4K Buy
18
+5
+38% +$942 ﹤0.01% 495
2019
Q4 		$3K Buy
+13
New +$2.45K ﹤0.01% 722

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
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
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Tarbox Family Office's WDFC Position: Q2 2021 in Review

Tarbox Family Office sold out of WD-40 (WDFC) in Q2 2021, closing a stake of 11 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in WDFC in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q1 2020. 315 funds tracked by Wall St. Rank hold WDFC as of Q2 2021.

  • Tarbox Family Office reported no remaining WD-40 position as of Q2 2021 after selling out during the quarter.
  • Tarbox Family Office sold 11 WD-40 shares in Q2 2021, an estimated $3K.
  • Tarbox Family Office first reported a position in WD-40 in Q4 2019 and held it in 6 quarters.
  • Tarbox Family Office's WD-40 position peaked at $4K in Q1 2020.
  • 315 funds tracked by Wall St. Rank held WD-40 as of Q2 2021.

Based on Tarbox Family Office's 13F filing for Q2 2021, filed 16 Jul 2021.