TCI Wealth Advisors’s Winnebago Industries WGO Stock Holding History

TCI 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 Q2	–	Sell	-160	Closed	-$9.23K	–	2230
2023 Q1	$9.23K	Sell	160 -52	-25%	-$3.17K	﹤0.01%	1141
2022 Q4	$11.2K	Buy	212 +53	+33%	+$3.02K	﹤0.01%	998
2022 Q3	$8K	Buy	159 +2	+1%	+$116	﹤0.01%	1196
2022 Q2	$8K	Buy	157 +64	+69%	+$3.31K	﹤0.01%	1191
2022 Q1	$5K	Sell	93 -118	-56%	-$7.63K	﹤0.01%	1615
2021 Q4	$16K	Hold	211	–	–	﹤0.01%	845
2021 Q3	$15K	Buy	211 +58	+38%	+$4.05K	﹤0.01%	843
2021 Q2	$10K	Sell	153 -1	-0.6%	-$74	﹤0.01%	991
2021 Q1	$12K	Buy	154 +61	+66%	+$4.4K	0.01%	781
2020 Q4	$6K	Hold	93	–	–	﹤0.01%	834
2020 Q3	$5K	Hold	93	–	–	﹤0.01%	794
2020 Q2	$6K	Hold	93	–	–	﹤0.01%	708
2020 Q1	$3K	Hold	93	–	–	﹤0.01%	934
2019 Q4	$5K	Hold	93	–	–	﹤0.01%	874
2019 Q3	$4K	Hold	93	–	–	﹤0.01%	901
2019 Q2	$4K	Hold	93	–	–	﹤0.01%	849
2019 Q1	$3K	Hold	93	–	–	﹤0.01%	952
2018 Q4	$2K	Hold	93	–	–	﹤0.01%	1074
2018 Q3	$3K	Hold	93	–	–	﹤0.01%	964
2018 Q2	$4K	Hold	93	–	–	﹤0.01%	883
2018 Q1	$3K	Hold	93	–	–	﹤0.01%	889
2017 Q4	$5K	Hold	93	–	–	﹤0.01%	803
2017 Q3	$4K	Hold	93	–	–	﹤0.01%	802
2017 Q2	$3K	Hold	93	–	–	﹤0.01%	920
2017 Q1	$3K	Hold	93	–	–	﹤0.01%	873
2016 Q4	$3K	Hold	93	–	–	﹤0.01%	943
2016 Q3	$2K	Hold	93	–	–	﹤0.01%	1017
2016 Q2	$2K	Hold	93	–	–	﹤0.01%	974
2016 Q1	$2K	Buy	+93	New	+$1.76K	﹤0.01%	985

Other funds holding WGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TCI Wealth Advisors's WGO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Winnebago Industries (WGO) in Q2 2023, closing a stake of 160 shares — an estimated $9.23K sold.

TCI Wealth Advisors first reported a position in WGO in Q1 2016 and held it in 29 quarters. The position peaked at $16K in Q4 2021. 264 funds tracked by Wall St. Rank hold WGO as of Q2 2023.

TCI Wealth Advisors reported no remaining Winnebago Industries position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 160 Winnebago Industries shares in Q2 2023, an estimated $9.23K.
TCI Wealth Advisors first reported a position in Winnebago Industries in Q1 2016 and held it in 29 quarters.
TCI Wealth Advisors's Winnebago Industries position peaked at $16K in Q4 2021.
264 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.