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TFO Wealth Partners’s Winnebago Industries WGO Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$148 – 745
2024
Q1 		$148 Sell
2
-4
-67% -$272 ﹤0.01% 565
2023
Q4 		$437 Hold
6
– – ﹤0.01% 370
2023
Q3 		$400 Buy
6
+4
+200% +$259 ﹤0.01% 527
2023
Q2 		$133 Hold
2
– – ﹤0.01% 608
2023
Q1 		$115 Sell
2
-6
-75% -$366 ﹤0.01% 617
2022
Q4 		$1.1K Buy
+8
New +$455 ﹤0.01% 346

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TFO Wealth Partners's WGO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Winnebago Industries (WGO) in Q2 2024, closing a stake of 2 shares — an estimated $148 sold.

TFO Wealth Partners first reported a position in WGO in Q4 2022 and held it in 6 quarters. The position peaked at $1.1K in Q4 2022. 248 funds tracked by Wall St. Rank hold WGO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Winnebago Industries position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Winnebago Industries shares in Q2 2024, an estimated $148.
  • TFO Wealth Partners first reported a position in Winnebago Industries in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Winnebago Industries position peaked at $1.1K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.