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Financial Gravity Asset Management’s Winnebago Industries WGO Stock Holding History

Financial Gravity 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
2024
Q2 		– Sell
-5
Closed -$351 – 2442
2024
Q1 		$351 Buy
+5
New +$340 ﹤0.01% 1480
2023
Q3 		– Sell
-67
Closed -$243 – 1785
2023
Q2 		$243 Buy
67
+9
+16% +$537 ﹤0.01% 1133
2023
Q1 		$1 Buy
58
+5
+9% +$305 ﹤0.01% 1094
2022
Q4 		$177 Buy
+53
New +$3.02K ﹤0.01% 1001
2021
Q1 		– Sell
-1
Closed – – 897
2020
Q4 		$0 Buy
+1
New +$55 ﹤0.01% 678
2020
Q2 		– Sell
-12
Closed -$336 – 921
2020
Q1 		$336 Buy
12
+6
+100% +$290 ﹤0.01% 628
2019
Q4 		$53K Sell
6
-3
-33% -$140 0.04% 613
2019
Q3 		$0 Buy
9
+1
+13% +$36 ﹤0.01% 1578
2019
Q2 		$0 Sell
8
-5
-38% -$176 ﹤0.01% 1695
2019
Q1 		$0 Buy
+13
New +$390 ﹤0.01% 1564
2018
Q3 		$1K Sell
43
-9
-17% -$347 ﹤0.01% 1272
2018
Q2 		$2K Sell
52
-18
-26% -$687 ﹤0.01% 1039
2018
Q1 		$3K Buy
+70
New +$3.23K ﹤0.01% 889

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

Financial Gravity Asset Management's WGO Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Winnebago Industries (WGO) in Q2 2024, closing a stake of 5 shares — an estimated $351 sold.

Financial Gravity Asset Management first reported a position in WGO in Q1 2018 and held it in 13 quarters. The position peaked at $53K in Q4 2019. 248 funds tracked by Wall St. Rank hold WGO as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Winnebago Industries position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 Winnebago Industries shares in Q2 2024, an estimated $351.
  • Financial Gravity Asset Management first reported a position in Winnebago Industries in Q1 2018 and held it in 13 quarters.
  • Financial Gravity Asset Management's Winnebago Industries position peaked at $53K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.