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Washington Trust Advisors’s WD-40 WDFC Stock Holding History

Washington Trust 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
Q4 		– Sell
-46
Closed -$8K – 898
2022
Q3 		$8K Hold
46
– – ﹤0.01% 642
2022
Q2 		$9K Hold
46
– – ﹤0.01% 652
2022
Q1 		$8K Sell
46
-2
-4% -$427 ﹤0.01% 748
2021
Q4 		$12K Buy
+48
New +$11.2K ﹤0.01% 710

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Washington Trust Advisors's WDFC Position: Q4 2022 in Review

Washington Trust Advisors sold out of WD-40 (WDFC) in Q4 2022, closing a stake of 46 shares — an estimated $8K sold.

Washington Trust Advisors first reported a position in WDFC in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 271 funds tracked by Wall St. Rank hold WDFC as of Q4 2022.

  • Washington Trust Advisors reported no remaining WD-40 position as of Q4 2022 after selling out during the quarter.
  • Washington Trust Advisors sold 46 WD-40 shares in Q4 2022, an estimated $8K.
  • Washington Trust Advisors first reported a position in WD-40 in Q4 2021 and held it in 4 quarters.
  • Washington Trust Advisors's WD-40 position peaked at $12K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held WD-40 as of Q4 2022.

Based on Washington Trust Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.