Atlas Private Wealth Advisors’s Winnebago Industries WGO Stock Holding History

Atlas Private 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	-776	Closed	-$56K	–	704
2021 Q3	$56K	Buy	776 +1	+0.1%	+$70	0.03%	224
2021 Q2	$53K	Buy	775 +300	+63%	+$22.1K	0.03%	224
2021 Q1	$36K	Hold	475	–	–	0.02%	274
2020 Q4	$28K	Buy	+475	New	+$25.9K	0.02%	293

Other funds holding WGO

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Atlas Private Wealth Advisors's WGO Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Winnebago Industries (WGO) in Q4 2021, closing a stake of 776 shares — an estimated $56K sold.

Atlas Private Wealth Advisors first reported a position in WGO in Q4 2020 and held it in 4 quarters. The position peaked at $56K in Q3 2021. 300 funds tracked by Wall St. Rank hold WGO as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Winnebago Industries position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 776 Winnebago Industries shares in Q4 2021, an estimated $56K.
Atlas Private Wealth Advisors first reported a position in Winnebago Industries in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Winnebago Industries position peaked at $56K in Q3 2021.
300 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.