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Savvy Advisors Inc’s Winnebago Industries WGO Stock Holding History

Savvy Advisors Inc’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
2024
Q4 		– Sell
-3,624
Closed -$211K – 481
2024
Q3 		$211K Buy
+3,624
New +$208K 0.04% 328
2024
Q2 		– Sell
-3,277
Closed -$242K – 312
2024
Q1 		$242K Sell
3,277
-725
-18% -$49.3K 0.14% 187
2023
Q4 		$292K Buy
+4,002
New +$257K 0.28% 113

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Savvy Advisors Inc's WGO Position: Q4 2024 in Review

Savvy Advisors Inc sold out of Winnebago Industries (WGO) in Q4 2024, closing a stake of 3,624 shares — an estimated $211K sold.

Savvy Advisors Inc first reported a position in WGO in Q4 2023 and held it in 3 quarters. The position peaked at $292K in Q4 2023. 259 funds tracked by Wall St. Rank hold WGO as of Q4 2024.

  • Savvy Advisors Inc reported no remaining Winnebago Industries position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 3,624 Winnebago Industries shares in Q4 2024, an estimated $211K.
  • Savvy Advisors Inc first reported a position in Winnebago Industries in Q4 2023 and held it in 3 quarters.
  • Savvy Advisors Inc's Winnebago Industries position peaked at $292K in Q4 2023.
  • 259 funds tracked by Wall St. Rank held Winnebago Industries as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.