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AE Wealth Management’s Winnebago Industries WGO Stock Holding History

AE 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
2022
Q3 		– Sell
-9,022
Closed -$438K – 1889
2022
Q2 		$438K Sell
9,022
-2,971
-25% -$154K ﹤0.01% 1272
2022
Q1 		$648K Buy
+11,993
New +$775K ﹤0.01% 1099
2021
Q3 		– Sell
-8,966
Closed -$609K – 1723
2021
Q2 		$609K Buy
+8,966
New +$662K 0.01% 1066

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's WGO Position: Q3 2022 in Review

AE Wealth Management sold out of Winnebago Industries (WGO) in Q3 2022, closing a stake of 9,022 shares — an estimated $438K sold.

AE Wealth Management first reported a position in WGO in Q2 2021 and held it in 3 quarters. The position peaked at $648K in Q1 2022. 268 funds tracked by Wall St. Rank hold WGO as of Q3 2022.

  • AE Wealth Management reported no remaining Winnebago Industries position as of Q3 2022 after selling out during the quarter.
  • AE Wealth Management sold 9,022 Winnebago Industries shares in Q3 2022, an estimated $438K.
  • AE Wealth Management first reported a position in Winnebago Industries in Q2 2021 and held it in 3 quarters.
  • AE Wealth Management's Winnebago Industries position peaked at $648K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.