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GW Henssler & Associates’s Winnebago Industries WGO Stock Holding History

GW Henssler & Associates’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
Q4 		– Sell
-3,546
Closed -$211K – 207
2023
Q3 		$211K Buy
+3,546
New +$230K 0.01% 175

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

GW Henssler & Associates's WGO Position: Q4 2023 in Review

GW Henssler & Associates sold out of Winnebago Industries (WGO) in Q4 2023, closing a stake of 3,546 shares — an estimated $211K sold.

GW Henssler & Associates first reported a position in WGO in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 256 funds tracked by Wall St. Rank hold WGO as of Q4 2023.

  • GW Henssler & Associates reported no remaining Winnebago Industries position as of Q4 2023 after selling out during the quarter.
  • GW Henssler & Associates sold 3,546 Winnebago Industries shares in Q4 2023, an estimated $211K.
  • GW Henssler & Associates first reported a position in Winnebago Industries in Q3 2023 and held it in 1 quarter.
  • GW Henssler & Associates's Winnebago Industries position peaked at $211K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2023.

Based on GW Henssler & Associates's 13F filing for Q4 2023, filed 26 Jan 2024.