AAS
WGO icon

Avantax Advisory Services’s Winnebago Industries WGO Stock Holding History

Avantax 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
-8,495
Closed -$494K – 2273
2024
Q3 		$494K Buy
8,495
+2,406
+40% +$138K ﹤0.01% 1415
2024
Q2 		$330K Buy
6,089
+2,813
+86% +$173K ﹤0.01% 1631
2024
Q1 		$242K Buy
+3,276
New +$223K ﹤0.01% 1430
2023
Q4 		– Sell
-5,438
Closed -$323K – 1682
2023
Q3 		$323K Buy
5,438
+3
+0.1% +$194 ﹤0.01% 1156
2023
Q2 		$362K Buy
5,435
+6
+0.1% +$358 ﹤0.01% 1085
2023
Q1 		$313K Sell
5,429
-20
-0.4% -$1.22K ﹤0.01% 1134
2022
Q4 		$287K Buy
5,449
+825
+18% +$46.9K ﹤0.01% 1129
2022
Q3 		$246K Buy
+4,624
New +$268K ﹤0.01% 1097

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

Avantax Advisory Services's WGO Position: Q4 2024 in Review

Avantax Advisory Services sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 8,495 shares — an estimated $494K sold.

Avantax Advisory Services first reported a position in WGO in Q3 2022 and held it in 8 quarters. The position peaked at $494K in Q3 2024. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Avantax Advisory Services reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 8,495 Winnebago Industries shares in Q4 2024, an estimated $494K.
  • Avantax Advisory Services first reported a position in Winnebago Industries in Q3 2022 and held it in 8 quarters.
  • Avantax Advisory Services's Winnebago Industries position peaked at $494K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.