SWM
WGO icon

Spire Wealth Management’s Winnebago Industries WGO Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-403
Closed -$21.8K – 2278
2024
Q2 		$21.8K Sell
403
-64
-14% -$3.94K ﹤0.01% 1415
2024
Q1 		$34.6K Buy
467
+2
+0.4% +$136 ﹤0.01% 1335
2023
Q4 		$31.4K Sell
465
-492
-51% -$31.6K ﹤0.01% 1360
2023
Q3 		$56.9K Sell
957
-1,018
-52% -$66K ﹤0.01% 1129
2023
Q2 		$132K Buy
1,975
+18
+0.9% +$1.07K ﹤0.01% 872
2023
Q1 		$113K Buy
1,957
+120
+7% +$7.32K ﹤0.01% 931
2022
Q4 		$97K Hold
1,837
– – 0.01% 761
2022
Q3 		$98K Sell
1,837
-341
-16% -$19.8K 0.01% 714
2022
Q2 		$106K Sell
2,178
-577
-21% -$29.8K ﹤0.01% 1014
2022
Q1 		$149K Sell
2,755
-14
-0.5% -$905 ﹤0.01% 1019
2021
Q4 		$208K Sell
2,769
-1,276
-32% -$91.8K ﹤0.01% 1071
2021
Q3 		$293K Buy
4,045
+10
+0.2% +$699 0.01% 765
2021
Q2 		$274K Sell
4,035
-10,545
-72% -$779K 0.01% 813
2021
Q1 		$1.08M Buy
+14,580
New +$1.05M 0.03% 414

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Spire Wealth Management's WGO Position: Q3 2024 in Review

Spire Wealth Management sold out of Winnebago Industries (WGO) in Q3 2024, closing a stake of 403 shares — an estimated $21.8K sold.

Spire Wealth Management first reported a position in WGO in Q1 2021 and held it in 14 quarters. The position peaked at $1.08M in Q1 2021. 276 funds tracked by Wall St. Rank hold WGO as of Q3 2024.

  • Spire Wealth Management reported no remaining Winnebago Industries position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 403 Winnebago Industries shares in Q3 2024, an estimated $21.8K.
  • Spire Wealth Management first reported a position in Winnebago Industries in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's Winnebago Industries position peaked at $1.08M in Q1 2021.
  • 276 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.