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Belpointe Asset Management’s Winnebago Industries WGO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-484
Closed -$27.9K – 3365
2023
Q1 		$27.9K Buy
484
+162
+50% +$9.89K ﹤0.01% 2104
2022
Q4 		$17K Buy
+322
New +$18.3K ﹤0.01% 2289

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Belpointe Asset Management's WGO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Winnebago Industries (WGO) in Q2 2023, closing a stake of 484 shares — an estimated $27.9K sold.

Belpointe Asset Management first reported a position in WGO in Q4 2022 and held it in 2 quarters. The position peaked at $27.9K in Q1 2023. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Winnebago Industries position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 484 Winnebago Industries shares in Q2 2023, an estimated $27.9K.
  • Belpointe Asset Management first reported a position in Winnebago Industries in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Winnebago Industries position peaked at $27.9K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.