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Reilly Financial Advisors’s Winnebago Industries WGO Stock Holding History

Reilly 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 		$1K Hold
10
– – ﹤0.01% 1101
2021
Q3 		$1K Hold
10
– – ﹤0.01% 906
2021
Q2 		$1K Hold
10
– – ﹤0.01% 976
2021
Q1 		$1K Hold
10
– – ﹤0.01% 1001
2020
Q4 		$1K Buy
+10
New +$545 ﹤0.01% 874

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 $8.65B AUM 9.66% 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

Reilly Financial Advisors's WGO Position: Q4 2021 in Review

Reilly Financial Advisors held its Winnebago Industries (WGO) position steady in Q4 2021 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Reilly Financial Advisors first reported a position in WGO in Q4 2020 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold WGO as of Q4 2021.

  • Reilly Financial Advisors held 10 shares of Winnebago Industries worth $1K as of Q4 2021.
  • Reilly Financial Advisors left its Winnebago Industries share count unchanged in Q4 2021.
  • Winnebago Industries made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1101 holding.
  • Reilly Financial Advisors first reported a position in Winnebago Industries in Q4 2020 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.