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IHT Wealth Management’s Winnebago Industries WGO Stock Holding History

IHT 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
Q2 		– Sell
-3,113
Closed -$239K – 987
2021
Q1 		$239K Buy
+3,113
New +$225K 0.02% 704

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

IHT Wealth Management's WGO Position: Q2 2021 in Review

IHT Wealth Management sold out of Winnebago Industries (WGO) in Q2 2021, closing a stake of 3,113 shares — an estimated $239K sold.

IHT Wealth Management first reported a position in WGO in Q1 2021 and held it in 1 quarter. The position peaked at $239K in Q1 2021. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2021.

  • IHT Wealth Management reported no remaining Winnebago Industries position as of Q2 2021 after selling out during the quarter.
  • IHT Wealth Management sold 3,113 Winnebago Industries shares in Q2 2021, an estimated $239K.
  • IHT Wealth Management first reported a position in Winnebago Industries in Q1 2021 and held it in 1 quarter.
  • IHT Wealth Management's Winnebago Industries position peaked at $239K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2021.

Based on IHT Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.