SWA
WGO icon

Sutton Wealth Advisors’s Winnebago Industries WGO Stock Holding History

Sutton 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
Q1 		– Sell
-400
Closed -$21.1K – 1566
2022
Q4 		$21.1K Hold
400
– – 0.01% 678
2022
Q3 		$21.3K Hold
400
– – 0.01% 641
2022
Q2 		$19.4K Buy
400
+6
+2% +$310 0.01% 688
2022
Q1 		$21.3K Sell
394
-68
-15% -$4.39K 0.01% 689
2021
Q4 		$34.6K Buy
462
+8
+2% +$576 0.01% 526
2021
Q3 		$32.9K Buy
454
+60
+15% +$4.19K 0.01% 528
2021
Q2 		$26.8K Hold
394
– – 0.01% 615
2021
Q1 		$30.2K Hold
394
– – 0.01% 549
2020
Q4 		$23.6K Hold
394
– – 0.01% 563
2020
Q3 		$20.4K Hold
394
– – 0.01% 539
2020
Q2 		$26.2K Buy
394
+86
+28% +$4.39K 0.01% 460
2020
Q1 		$8.56K Sell
308
-45
-13% -$2.17K 0.01% 697
2019
Q4 		$18.7K Buy
353
+45
+15% +$2.1K 0.01% 627
2019
Q3 		$11.8K Hold
308
– – 0.01% 747
2019
Q2 		$11.9K Hold
308
– – 0.01% 734
2019
Q1 		$9.59K Sell
308
-208
-40% -$6.25K 0.01% 791
2018
Q4 		$12.5K Buy
516
+208
+68% +$5.51K 0.01% 680
2018
Q3 		$10.2K Hold
308
– – 0.01% 778
2018
Q2 		$12.5K Hold
308
– – 0.01% 774
2018
Q1 		$11.6K Hold
308
– – 0.01% 773
2017
Q4 		$17.1K Hold
308
– – 0.01% 600
2017
Q3 		$13.8K Hold
308
– – 0.01% 668
2017
Q2 		$10.8K Hold
308
– – 0.01% 729
2017
Q1 		$9.01K Hold
308
– – 0.01% 736
2016
Q4 		$9.75K Hold
308
– – 0.01% 701
2016
Q3 		$7.26K Hold
308
– – 0.01% 749
2016
Q2 		$7.06K Hold
308
– – 0.01% 706
2016
Q1 		$6.92K Buy
+308
New +$5.82K 0.01% 676

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 $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's WGO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Winnebago Industries (WGO) in Q1 2023, closing a stake of 400 shares — an estimated $21.1K sold.

Sutton Wealth Advisors first reported a position in WGO in Q1 2016 and held it in 28 quarters. The position peaked at $34.6K in Q4 2021. 260 funds tracked by Wall St. Rank hold WGO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Winnebago Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 400 Winnebago Industries shares in Q1 2023, an estimated $21.1K.
  • Sutton Wealth Advisors first reported a position in Winnebago Industries in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Winnebago Industries position peaked at $34.6K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.