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Prospera Financial Services’s Winnebago Industries WGO Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-72
Closed -$4K – 2620
2022
Q1 		$4K Buy
+72
New +$4.65K ﹤0.01% 2351

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
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State Street
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OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prospera Financial Services's WGO Position: Q2 2022 in Review

Prospera Financial Services sold out of Winnebago Industries (WGO) in Q2 2022, closing a stake of 72 shares — an estimated $4K sold.

Prospera Financial Services first reported a position in WGO in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 277 funds tracked by Wall St. Rank hold WGO as of Q2 2022.

  • Prospera Financial Services reported no remaining Winnebago Industries position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 72 Winnebago Industries shares in Q2 2022, an estimated $4K.
  • Prospera Financial Services first reported a position in Winnebago Industries in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Winnebago Industries position peaked at $4K in Q1 2022.
  • 277 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.