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Avior Wealth Management’s Winnebago Industries WGO Stock Holding History

Avior 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
2024
Q2 		– Sell
-6
Closed -$444 – 3731
2024
Q1 		$444 Buy
+6
New +$408 ﹤0.01% 2601

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Dimensional Fund Advisors
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CB
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Avior Wealth Management's WGO Position: Q2 2024 in Review

Avior Wealth Management sold out of Winnebago Industries (WGO) in Q2 2024, closing a stake of 6 shares — an estimated $444 sold.

Avior Wealth Management first reported a position in WGO in Q1 2024 and held it in 1 quarter. The position peaked at $444 in Q1 2024. 248 funds tracked by Wall St. Rank hold WGO as of Q2 2024.

  • Avior Wealth Management reported no remaining Winnebago Industries position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Winnebago Industries shares in Q2 2024, an estimated $444.
  • Avior Wealth Management first reported a position in Winnebago Industries in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Winnebago Industries position peaked at $444 in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.