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

TCI 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
Q2 		– Sell
-27
Closed -$4.81K – 2221
2023
Q1 		$4.81K Buy
27
+1
+4% +$173 ﹤0.01% 1561
2022
Q4 		$4.19K Hold
26
– – ﹤0.01% 1645
2022
Q3 		$5K Buy
+26
New +$4.86K ﹤0.01% 1532
2022
Q1 		– Sell
-66
Closed -$16K – 2477
2021
Q4 		$16K Sell
66
-3
-4% -$698 ﹤0.01% 844
2021
Q3 		$16K Buy
69
+33
+92% +$7.92K ﹤0.01% 800
2021
Q2 		$9K Sell
36
-6
-14% -$1.53K ﹤0.01% 1068
2021
Q1 		$13K Buy
42
+29
+223% +$8.8K 0.01% 733
2020
Q4 		$3K Sell
13
-3
-19% -$726 ﹤0.01% 1150
2020
Q3 		$3K Buy
16
+3
+23% +$589 ﹤0.01% 1027
2020
Q2 		$3K Sell
13
-8
-38% -$1.45K ﹤0.01% 980
2020
Q1 		$4K Buy
+21
New +$3.96K ﹤0.01% 803

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's WDFC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of WD-40 (WDFC) in Q2 2023, closing a stake of 27 shares — an estimated $4.81K sold.

TCI Wealth Advisors first reported a position in WDFC in Q1 2020 and held it in 11 quarters. The position peaked at $16K in Q4 2021. 288 funds tracked by Wall St. Rank hold WDFC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining WD-40 position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 27 WD-40 shares in Q2 2023, an estimated $4.81K.
  • TCI Wealth Advisors first reported a position in WD-40 in Q1 2020 and held it in 11 quarters.
  • TCI Wealth Advisors's WD-40 position peaked at $16K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held WD-40 as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.