AWM
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Accel Wealth Management’s Winnebago Industries WGO Stock Holding History

Accel Wealth Management’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-261
Closed -$15.1K – 877
2023
Q1 		$15.1K Buy
261
+1
+0.4% +$61 0.01% 780
2022
Q4 		$13.7K Hold
260
– – 0.01% 636
2022
Q3 		$15K Buy
260
+1
+0.4% +$58 0.01% 642
2022
Q2 		$14K Buy
259
+2
+0.8% +$103 0.01% 633
2022
Q1 		$14K Buy
257
+1
+0.4% +$65 0.01% 650
2021
Q4 		$19K Hold
256
– – 0.01% 589
2021
Q3 		$19K Hold
256
– – 0.01% 517
2021
Q2 		$17K Buy
256
+2
+0.8% +$148 0.01% 588
2021
Q1 		$20K Hold
254
– – 0.02% 512
2020
Q4 		$15K Buy
+254
New +$13.9K 0.01% 558

Other funds holding WGO

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Accel Wealth Management's WGO Position: Q2 2023 in Review

Accel Wealth Management sold out of Winnebago Industries (WGO) in Q2 2023, closing a stake of 261 shares — an estimated $15.1K sold.

Accel Wealth Management first reported a position in WGO in Q4 2020 and held it in 10 quarters. The position peaked at $20K in Q1 2021. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2023.

  • Accel Wealth Management reported no remaining Winnebago Industries position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 261 Winnebago Industries shares in Q2 2023, an estimated $15.1K.
  • Accel Wealth Management first reported a position in Winnebago Industries in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Winnebago Industries position peaked at $20K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.