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TRUE Private Wealth Advisors’s WD-40 WDFC Stock Holding History

TRUE Private 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
2020
Q4 		– Sell
-181
Closed -$34K – 770
2020
Q3 		$34K Hold
181
– – 0.01% 372
2020
Q2 		$35K Buy
+181
New +$32.8K 0.01% 357

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TRUE Private Wealth Advisors's WDFC Position: Q4 2020 in Review

TRUE Private Wealth Advisors sold out of WD-40 (WDFC) in Q4 2020, closing a stake of 181 shares — an estimated $34K sold.

TRUE Private Wealth Advisors first reported a position in WDFC in Q2 2020 and held it in 2 quarters. The position peaked at $35K in Q2 2020. 316 funds tracked by Wall St. Rank hold WDFC as of Q4 2020.

  • TRUE Private Wealth Advisors reported no remaining WD-40 position as of Q4 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 181 WD-40 shares in Q4 2020, an estimated $34K.
  • TRUE Private Wealth Advisors first reported a position in WD-40 in Q2 2020 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's WD-40 position peaked at $35K in Q2 2020.
  • 316 funds tracked by Wall St. Rank held WD-40 as of Q4 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2020, filed 11 Jan 2021.