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Patriot Financial Group Insurance Agency’s Winnebago Industries WGO Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-10
Closed – – 1939
2022
Q2 		$0 Hold
10
– – ﹤0.01% 2193
2022
Q1 		$1K Hold
10
– – ﹤0.01% 1991
2021
Q4 		$1K Hold
10
– – ﹤0.01% 2089
2021
Q3 		$1K Hold
10
– – ﹤0.01% 2102
2021
Q2 		$1K Sell
10
-650
-98% -$48K ﹤0.01% 2033
2021
Q1 		$51K Buy
660
+650
+6,500% +$46.9K 0.01% 769
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1813
2020
Q3 		$1K Hold
10
– – ﹤0.01% 1624
2020
Q2 		$1K Hold
10
– – ﹤0.01% 1601
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1763
2019
Q4 		$1K Hold
10
– – ﹤0.01% 1272
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1482
2019
Q2 		$1K Hold
10
– – ﹤0.01% 1363
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1320
2018
Q4 		$0 Hold
10
– – ﹤0.01% 1124
2018
Q3 		$1K Buy
+10
New +$386 ﹤0.01% 960

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 $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WGO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Winnebago Industries (WGO) in Q3 2022, closing a stake of 10 shares.

Patriot Financial Group Insurance Agency first reported a position in WGO in Q3 2018 and held it in 16 quarters. The position peaked at $51K in Q1 2021. 268 funds tracked by Wall St. Rank hold WGO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Winnebago Industries position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10 Winnebago Industries shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Winnebago Industries in Q3 2018 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's Winnebago Industries position peaked at $51K in Q1 2021.
  • 268 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.