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Tradition Wealth Management’s WD-40 WDFC Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-134
Closed -$32K – 1184
2023
Q4 		$32K Hold
134
– – ﹤0.01% 739
2023
Q3 		$27K Buy
134
+1
+0.8% +$214 ﹤0.01% 771
2023
Q2 		$25K Hold
133
– – ﹤0.01% 826
2023
Q1 		$24K Buy
133
+1
+0.8% +$173 ﹤0.01% 798
2022
Q4 		$21K Hold
132
– – ﹤0.01% 746
2022
Q3 		$23K Buy
+132
New +$24.7K ﹤0.01% 724

Other funds holding WDFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tradition Wealth Management's WDFC Position: Q1 2024 in Review

Tradition Wealth Management sold out of WD-40 (WDFC) in Q1 2024, closing a stake of 134 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in WDFC in Q3 2022 and held it in 6 quarters. The position peaked at $32K in Q4 2023. 356 funds tracked by Wall St. Rank hold WDFC as of Q1 2024.

  • Tradition Wealth Management reported no remaining WD-40 position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 134 WD-40 shares in Q1 2024, an estimated $32K.
  • Tradition Wealth Management first reported a position in WD-40 in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's WD-40 position peaked at $32K in Q4 2023.
  • 356 funds tracked by Wall St. Rank held WD-40 as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.