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Creative Financial Designs’s Winnebago Industries WGO Stock Holding History

Creative Financial Designs’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
-11
Closed -$814 – 1725
2024
Q1 		$814 Hold
11
– – ﹤0.01% 1570
2023
Q4 		$802 Hold
11
– – ﹤0.01% 1513
2023
Q3 		$654 Hold
11
– – ﹤0.01% 1431
2023
Q2 		$734 Buy
+11
New +$656 ﹤0.01% 1396

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
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

Creative Financial Designs's WGO Position: Q2 2024 in Review

Creative Financial Designs sold out of Winnebago Industries (WGO) in Q2 2024, closing a stake of 11 shares — an estimated $814 sold.

Creative Financial Designs first reported a position in WGO in Q2 2023 and held it in 4 quarters. The position peaked at $814 in Q1 2024. 248 funds tracked by Wall St. Rank hold WGO as of Q2 2024.

  • Creative Financial Designs reported no remaining Winnebago Industries position as of Q2 2024 after selling out during the quarter.
  • Creative Financial Designs sold 11 Winnebago Industries shares in Q2 2024, an estimated $814.
  • Creative Financial Designs first reported a position in Winnebago Industries in Q2 2023 and held it in 4 quarters.
  • Creative Financial Designs's Winnebago Industries position peaked at $814 in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2024.

Based on Creative Financial Designs's 13F filing for Q2 2024, filed 6 Aug 2024.