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High Net Worth Advisory Group’s Winnebago Industries WGO Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-17
Closed -$896 – 582
2022
Q4 		$896 Hold
17
– – ﹤0.01% 598
2022
Q3 		$1K Hold
17
– – ﹤0.01% 671
2022
Q2 		$1K Hold
17
– – ﹤0.01% 662
2022
Q1 		$1K Hold
17
– – ﹤0.01% 675
2021
Q4 		$1K Buy
+17
New +$1.22K ﹤0.01% 683

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $256M AUM 1.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

High Net Worth Advisory Group's WGO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Winnebago Industries (WGO) in Q1 2023, closing a stake of 17 shares — an estimated $896 sold.

High Net Worth Advisory Group first reported a position in WGO in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 259 funds tracked by Wall St. Rank hold WGO as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Winnebago Industries position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 17 Winnebago Industries shares in Q1 2023, an estimated $896.
  • High Net Worth Advisory Group first reported a position in Winnebago Industries in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Winnebago Industries position peaked at $1K in Q3 2022.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.