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

ICA 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
2024
Q2 		$5.42K Hold
100
– – ﹤0.01% 570
2024
Q1 		$7.4K Hold
100
– – ﹤0.01% 959
2023
Q4 		$7.29K Buy
+100
New +$6.42K ﹤0.01% 933
2023
Q3 		– Sell
-100
Closed -$6.67K – 1238
2023
Q2 		$6.67K Hold
100
– – ﹤0.01% 917
2023
Q1 		$5.77K Sell
100
-101
-50% -$6.16K ﹤0.01% 915
2022
Q4 		$11.7K Buy
+201
New +$11.4K ﹤0.01% 796

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

ICA Group Wealth Management's WGO Position: Q2 2024 in Review

ICA Group Wealth Management held its Winnebago Industries (WGO) position steady in Q2 2024 at 100 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

ICA Group Wealth Management first reported a position in WGO in Q4 2022 and has held it in 6 quarters since. The position peaked at $11.7K in Q4 2022. 248 funds tracked by Wall St. Rank hold WGO as of Q2 2024.

  • ICA Group Wealth Management held 100 shares of Winnebago Industries worth $5.42K as of Q2 2024.
  • ICA Group Wealth Management left its Winnebago Industries share count unchanged in Q2 2024.
  • Winnebago Industries made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #570 holding.
  • ICA Group Wealth Management first reported a position in Winnebago Industries in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Winnebago Industries position peaked at $11.7K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.