Valeo Financial Advisors’s WD-40 WDFC Stock Holding History

Valeo Financial 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 Q3	–	Sell	-6	Closed	-$1K	–	2165
2020 Q2	$1K	Buy	+6	New	+$1.09K	﹤0.01%	1981

Other funds holding WDFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Valeo Financial Advisors's WDFC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of WD-40 (WDFC) in Q3 2020, closing a stake of 6 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in WDFC in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 287 funds tracked by Wall St. Rank hold WDFC as of Q3 2020.

Valeo Financial Advisors reported no remaining WD-40 position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 6 WD-40 shares in Q3 2020, an estimated $1K.
Valeo Financial Advisors first reported a position in WD-40 in Q2 2020 and held it in 1 quarter.
Valeo Financial Advisors's WD-40 position peaked at $1K in Q2 2020.
287 funds tracked by Wall St. Rank held WD-40 as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.