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BDO Wealth Advisors’s Winnebago Industries WGO Stock Holding History

BDO 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
Q3 		– Sell
-17
Closed -$1K – 1139
2021
Q2 		$1K Hold
17
– – ﹤0.01% 1082
2021
Q1 		$1K Hold
17
– – ﹤0.01% 1117
2020
Q4 		$1K Hold
17
– – ﹤0.01% 893
2020
Q3 		$1K Buy
+17
New +$979 ﹤0.01% 835

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Vanguard Group
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CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BDO Wealth Advisors's WGO Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Winnebago Industries (WGO) in Q3 2021, closing a stake of 17 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in WGO in Q3 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 267 funds tracked by Wall St. Rank hold WGO as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Winnebago Industries position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 17 Winnebago Industries shares in Q3 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Winnebago Industries in Q3 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Winnebago Industries position peaked at $1K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.