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Sowell Financial Services’s Winnebago Industries WGO Stock Holding History

Sowell 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
2021
Q2 		– Sell
-472
Closed -$39K – 2728
2021
Q1 		$39K Hold
472
– – ﹤0.01% 1766
2020
Q4 		$28K Hold
472
– – ﹤0.01% 1608
2020
Q3 		$24K Sell
472
-15
-3% -$864 ﹤0.01% 1486
2020
Q2 		$32K Buy
487
+472
+3,147% +$24.1K ﹤0.01% 1318
2020
Q1 		$0 Hold
15
– – ﹤0.01% 2719
2019
Q4 		$1K Hold
15
– – ﹤0.01% 2442
2019
Q3 		$1K Buy
+15
New +$546 ﹤0.01% 2322

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $256M AUM 1.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Sowell Financial Services's WGO Position: Q2 2021 in Review

Sowell Financial Services sold out of Winnebago Industries (WGO) in Q2 2021, closing a stake of 472 shares — an estimated $39K sold.

Sowell Financial Services first reported a position in WGO in Q3 2019 and held it in 7 quarters. The position peaked at $39K in Q1 2021. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2021.

  • Sowell Financial Services reported no remaining Winnebago Industries position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 472 Winnebago Industries shares in Q2 2021, an estimated $39K.
  • Sowell Financial Services first reported a position in Winnebago Industries in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Winnebago Industries position peaked at $39K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.