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International Assets Investment Management’s Winnebago Industries WGO Stock Holding History

International Assets Investment 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
Q4 		– Sell
-150
Closed -$8.72K – 1963
2024
Q3 		$8.72K Hold
150
– – ﹤0.01% 1596
2024
Q2 		$8.13K Buy
+150
New +$9.24K ﹤0.01% 1727
2021
Q2 		– Sell
-185
Closed -$14K – 1902
2021
Q1 		$14K Buy
185
+150
+429% +$10.8K ﹤0.01% 1454
2020
Q4 		$2K Buy
+35
New +$1.91K ﹤0.01% 1930

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

International Assets Investment Management's WGO Position: Q4 2024 in Review

International Assets Investment Management sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 150 shares — an estimated $8.72K sold.

International Assets Investment Management first reported a position in WGO in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • International Assets Investment Management reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 150 Winnebago Industries shares in Q4 2024, an estimated $8.72K.
  • International Assets Investment Management first reported a position in Winnebago Industries in Q4 2020 and held it in 4 quarters.
  • International Assets Investment Management's Winnebago Industries position peaked at $14K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.