PMFA
WGO icon

Plante Moran Financial Advisors’s Winnebago Industries WGO Stock Holding History

Plante Moran Financial 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
2021
Q4 		– Sell
-300
Closed -$22K – 1114
2021
Q3 		$22K Hold
300
– – ﹤0.01% 546
2021
Q2 		$20K Buy
+300
New +$22.1K ﹤0.01% 558
2021
Q1 		– Sell
-500
Closed -$30K – 1141
2020
Q4 		$30K Buy
+500
New +$27.3K 0.01% 441

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Plante Moran Financial Advisors's WGO Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Winnebago Industries (WGO) in Q4 2021, closing a stake of 300 shares — an estimated $22K sold.

Plante Moran Financial Advisors first reported a position in WGO in Q4 2020 and held it in 3 quarters. The position peaked at $30K in Q4 2020. 300 funds tracked by Wall St. Rank hold WGO as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Winnebago Industries position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 300 Winnebago Industries shares in Q4 2021, an estimated $22K.
  • Plante Moran Financial Advisors first reported a position in Winnebago Industries in Q4 2020 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Winnebago Industries position peaked at $30K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.