Wealthspire Advisors (Maryland)’s WD-40 WDFC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-130	Closed	-$22K	–	2030
2019 Q1	$22K	Buy	130 +10	+8%	+$1.76K	﹤0.01%	1244
2018 Q4	$22K	Buy	120 +85	+243%	+$14.4K	﹤0.01%	1173
2018 Q3	$6K	Buy	35 +5	+17%	+$836	﹤0.01%	1754
2018 Q2	$4K	Buy	30 +7	+30%	+$964	﹤0.01%	1917
2018 Q1	$3K	Hold	23	–	–	﹤0.01%	2075
2017 Q4	$3K	Buy	23 +16	+229%	+$1.84K	﹤0.01%	2034
2017 Q3	$1K	Buy	7 +3	+75%	+$324	﹤0.01%	2159
2017 Q2	$0	Hold	4	–	–	﹤0.01%	2289
2017 Q1	$0	Hold	4	–	–	﹤0.01%	2027
2016 Q4	$0	Hold	4	–	–	﹤0.01%	1850
2016 Q3	$0	Hold	4	–	–	﹤0.01%	1809
2016 Q2	$0	Hold	4	–	–	﹤0.01%	1814
2016 Q1	$0	Hold	4	–	–	﹤0.01%	1848
2015 Q4	$0	Buy	+4	New	+$388	﹤0.01%	1776

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WDFC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of WD-40 (WDFC) in Q2 2019, closing a stake of 130 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in WDFC in Q4 2015 and held it in 14 quarters. The position peaked at $22K in Q1 2019. 278 funds tracked by Wall St. Rank hold WDFC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining WD-40 position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 130 WD-40 shares in Q2 2019, an estimated $22K.
Wealthspire Advisors (Maryland) first reported a position in WD-40 in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s WD-40 position peaked at $22K in Q1 2019.
278 funds tracked by Wall St. Rank held WD-40 as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.