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Harvest Group Wealth Management’s Winnebago Industries WGO Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-7
Closed – – 716
2020
Q4 		$0 Hold
7
– – ﹤0.01% 867
2020
Q3 		$0 Hold
7
– – ﹤0.01% 842
2020
Q2 		$0 Hold
7
– – ﹤0.01% 871
2020
Q1 		$0 Sell
7
-59
-89% -$2.85K ﹤0.01% 1040
2019
Q4 		$3K Hold
66
– – ﹤0.01% 549
2019
Q3 		$3K Buy
66
+17
+35% +$619 ﹤0.01% 604
2019
Q2 		$1K Hold
49
– – ﹤0.01% 832
2019
Q1 		$2K Buy
+49
New +$1.47K ﹤0.01% 694

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return

Harvest Group Wealth Management's WGO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Winnebago Industries (WGO) in Q1 2021, closing a stake of 7 shares.

Harvest Group Wealth Management first reported a position in WGO in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2019. 265 funds tracked by Wall St. Rank hold WGO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Winnebago Industries position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 Winnebago Industries shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Winnebago Industries in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Winnebago Industries position peaked at $3K in Q4 2019.
  • 265 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.