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San Luis Wealth Advisors’s Winnebago Industries WGO Stock Holding History

San Luis Wealth 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
2023
Q3 		– Sell
-14,170
Closed -$945K – 163
2023
Q2 		$945K Buy
+14,170
New +$846K 0.33% 74

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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

San Luis Wealth Advisors's WGO Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Winnebago Industries (WGO) in Q3 2023, closing a stake of 14,170 shares — an estimated $945K sold.

San Luis Wealth Advisors first reported a position in WGO in Q2 2023 and held it in 1 quarter. The position peaked at $945K in Q2 2023. 257 funds tracked by Wall St. Rank hold WGO as of Q3 2023.

  • San Luis Wealth Advisors reported no remaining Winnebago Industries position as of Q3 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 14,170 Winnebago Industries shares in Q3 2023, an estimated $945K.
  • San Luis Wealth Advisors first reported a position in Winnebago Industries in Q2 2023 and held it in 1 quarter.
  • San Luis Wealth Advisors's Winnebago Industries position peaked at $945K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.