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

Voya 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
2022
Q1 		– Sell
-981
Closed -$240K – 286
2021
Q4 		$240K Buy
981
+5
+0.5% +$1.16K 0.03% 239
2021
Q3 		$229K Buy
976
+56
+6% +$13.4K 0.03% 237
2021
Q2 		$237K Sell
920
-1,477
-62% -$378K 0.03% 233
2021
Q1 		$731K Buy
2,397
+416
+21% +$126K 0.03% 338
2020
Q4 		$528K Buy
1,981
+131
+7% +$31.7K 0.02% 394
2020
Q3 		$348K Sell
1,850
-359
-16% -$70.5K 0.02% 434
2020
Q2 		$439K Sell
2,209
-263
-11% -$47.7K 0.02% 395
2020
Q1 		$495K Sell
2,472
-162
-6% -$30.5K 0.03% 353
2019
Q4 		$512K Buy
2,634
+129
+5% +$24.3K 0.03% 390
2019
Q3 		$460K Sell
2,505
-81
-3% -$14.6K 0.02% 402
2019
Q2 		$409K Sell
2,586
-1,253
-33% -$205K 0.02% 428
2019
Q1 		$651K Buy
3,839
+22
+0.6% +$3.88K 0.04% 299
2018
Q4 		$701K Buy
3,817
+327
+9% +$55.4K 0.05% 251
2018
Q3 		$603K Buy
3,490
+661
+23% +$111K 0.04% 314
2018
Q2 		$417K Sell
2,829
-248
-8% -$34.2K 0.03% 361
2018
Q1 		$405K Buy
3,077
+659
+27% +$83.1K 0.03% 358
2017
Q4 		$286K Buy
2,418
+136
+6% +$15.6K 0.02% 437
2017
Q3 		$256K Buy
2,282
+202
+10% +$21.8K 0.02% 439
2017
Q2 		$228K Buy
+2,080
New +$221K 0.02% 448

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Voya Financial Advisors's WDFC Position: Q1 2022 in Review

Voya Financial Advisors sold out of WD-40 (WDFC) in Q1 2022, closing a stake of 981 shares — an estimated $240K sold.

Voya Financial Advisors first reported a position in WDFC in Q2 2017 and held it in 19 quarters. The position peaked at $731K in Q1 2021. 288 funds tracked by Wall St. Rank hold WDFC as of Q1 2022.

  • Voya Financial Advisors reported no remaining WD-40 position as of Q1 2022 after selling out during the quarter.
  • Voya Financial Advisors sold 981 WD-40 shares in Q1 2022, an estimated $240K.
  • Voya Financial Advisors first reported a position in WD-40 in Q2 2017 and held it in 19 quarters.
  • Voya Financial Advisors's WD-40 position peaked at $731K in Q1 2021.
  • 288 funds tracked by Wall St. Rank held WD-40 as of Q1 2022.

Based on Voya Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.