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Arkadios Wealth Advisors’s Winnebago Industries WGO Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-50
Closed -$3K – 1777
2021
Q3 		$3K Hold
50
– – ﹤0.01% 1728
2021
Q2 		$3K Buy
+50
New +$3.69K ﹤0.01% 1835

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CB
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Fisher Asset Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Arkadios Wealth Advisors's WGO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Winnebago Industries (WGO) in Q4 2021, closing a stake of 50 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in WGO in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 300 funds tracked by Wall St. Rank hold WGO as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Winnebago Industries position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 50 Winnebago Industries shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Winnebago Industries in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Winnebago Industries position peaked at $3K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.