J.W. Cole Advisors’s Winnebago Industries WGO Stock Holding History

J.W. Cole Advisors’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
2022 Q1	–	Sell	-3,310	Closed	-$248K	–	875
2021 Q4	$248K	Buy	+3,310	New	+$238K	0.02%	718

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

J.W. Cole Advisors's WGO Position: Q1 2022 in Review

J.W. Cole Advisors sold out of Winnebago Industries (WGO) in Q1 2022, closing a stake of 3,310 shares — an estimated $248K sold.

J.W. Cole Advisors first reported a position in WGO in Q4 2021 and held it in 1 quarter. The position peaked at $248K in Q4 2021. 275 funds tracked by Wall St. Rank hold WGO as of Q1 2022.

J.W. Cole Advisors reported no remaining Winnebago Industries position as of Q1 2022 after selling out during the quarter.
J.W. Cole Advisors sold 3,310 Winnebago Industries shares in Q1 2022, an estimated $248K.
J.W. Cole Advisors first reported a position in Winnebago Industries in Q4 2021 and held it in 1 quarter.
J.W. Cole Advisors's Winnebago Industries position peaked at $248K in Q4 2021.
275 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2022.

Based on J.W. Cole Advisors's 13F filing for Q1 2022, filed 16 May 2022.