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Acorn Financial Advisory Services’s Winnebago Industries WGO Stock Holding History

Acorn Financial Advisory Services’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
2024
Q4 		– Sell
-5,365
Closed -$312K – 220
2024
Q3 		$312K Buy
5,365
+15
+0.3% +$859 0.06% 158
2024
Q2 		$290K Buy
5,350
+44
+0.8% +$2.71K 0.05% 161
2024
Q1 		$393K Sell
5,306
-546
-9% -$37.1K 0.07% 129
2023
Q4 		$427K Sell
5,852
-15
-0.3% -$963 0.07% 158
2023
Q3 		$349K Sell
5,867
-488
-8% -$31.6K 0.06% 176
2023
Q2 		$424K Buy
6,355
+69
+1% +$4.12K 0.08% 156
2023
Q1 		$363K Sell
6,286
-30
-0.5% -$1.83K 0.07% 158
2022
Q4 		$333K Sell
6,316
-412
-6% -$23.4K 0.07% 164
2022
Q3 		$358K Sell
6,728
-727
-10% -$42.2K 0.09% 152
2022
Q2 		$362K Buy
7,455
+50
+0.7% +$2.58K 0.09% 146
2022
Q1 		$400K Sell
7,405
-97
-1% -$6.27K 0.08% 157
2021
Q4 		$562K Sell
7,502
-291
-4% -$20.9K 0.11% 126
2021
Q3 		$565K Sell
7,793
-39
-0.5% -$2.73K 0.17% 120
2021
Q2 		$532K Buy
7,832
+25
+0.3% +$1.85K 0.16% 141
2021
Q1 		$599K Buy
7,807
+386
+5% +$27.8K 0.22% 108
2020
Q4 		$445K Sell
7,421
-190
-2% -$10.4K 0.17% 134
2020
Q3 		$393K Buy
7,611
+32
+0.4% +$1.84K 0.21% 127
2020
Q2 		$505K Sell
7,579
-2,706
-26% -$138K 0.35% 103
2020
Q1 		$286K Sell
10,285
-455
-4% -$22K 0.28% 121
2019
Q4 		$569K Buy
+10,740
New +$502K 0.48% 71

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Acorn Financial Advisory Services's WGO Position: Q4 2024 in Review

Acorn Financial Advisory Services sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 5,365 shares — an estimated $312K sold.

Acorn Financial Advisory Services first reported a position in WGO in Q4 2019 and held it in 20 quarters. The position peaked at $599K in Q1 2021. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Acorn Financial Advisory Services reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 5,365 Winnebago Industries shares in Q4 2024, an estimated $312K.
  • Acorn Financial Advisory Services first reported a position in Winnebago Industries in Q4 2019 and held it in 20 quarters.
  • Acorn Financial Advisory Services's Winnebago Industries position peaked at $599K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.