Glassman Wealth Services’s Winnebago Industries WGO Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-30	Closed	-$2.19K	–	1818
2023 Q4	$2.19K	Hold	30	–	–	﹤0.01%	1326
2023 Q3	$1.78K	Hold	30	–	–	﹤0.01%	1368
2023 Q2	$2K	Hold	30	–	–	﹤0.01%	1244
2023 Q1	$1.73K	Hold	30	–	–	﹤0.01%	1287
2022 Q4	$1.58K	Hold	30	–	–	﹤0.01%	1312
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	1280
2022 Q2	$1K	Buy	30 +25	+500%	+$1.29K	﹤0.01%	1570
2022 Q1	$0	Buy	+5	New	+$323	﹤0.01%	1982
2021 Q3	–	Sell	-4	Closed	–	–	1838
2021 Q2	$0	Buy	+4	New	+$295	﹤0.01%	1678
2018 Q4	–	Sell	-1,000	Closed	-$33K	–	997
2018 Q3	$33K	Hold	1,000	–	–	0.02%	259
2018 Q2	$41K	Hold	1,000	–	–	0.02%	207
2018 Q1	$38K	Hold	1,000	–	–	0.02%	207
2017 Q4	$56K	Buy	+1,000	New	+$50.2K	0.03%	157

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Glassman Wealth Services's WGO Position: Q1 2024 in Review

Glassman Wealth Services sold out of Winnebago Industries (WGO) in Q1 2024, closing a stake of 30 shares — an estimated $2.19K sold.

Glassman Wealth Services first reported a position in WGO in Q4 2017 and held it in 13 quarters. The position peaked at $56K in Q4 2017. 253 funds tracked by Wall St. Rank hold WGO as of Q1 2024.

Glassman Wealth Services reported no remaining Winnebago Industries position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 30 Winnebago Industries shares in Q1 2024, an estimated $2.19K.
Glassman Wealth Services first reported a position in Winnebago Industries in Q4 2017 and held it in 13 quarters.
Glassman Wealth Services's Winnebago Industries position peaked at $56K in Q4 2017.
253 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.