Truist Financial
WGO icon

Truist Financial’s Winnebago Industries WGO Stock Holding History

Truist Financial’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
-4,507
Closed -$238K – 2681
2022
Q4 		$238K Sell
4,507
-2,259
-33% -$128K ﹤0.01% 2342
2022
Q3 		$360K Buy
6,766
+74
+1% +$4.29K ﹤0.01% 1991
2022
Q2 		$325K Buy
6,692
+50
+0.8% +$2.58K ﹤0.01% 2166
2022
Q1 		$359K Buy
6,642
+78
+1% +$5.04K ﹤0.01% 2195
2021
Q4 		$492K Buy
6,564
+2,216
+51% +$160K ﹤0.01% 2031
2021
Q3 		$315K Sell
4,348
-137
-3% -$9.58K ﹤0.01% 2318
2021
Q2 		$305K Buy
+4,485
New +$331K ﹤0.01% 2361
2020
Q3 		– Sell
-9,012
Closed -$600K – 2581
2020
Q2 		$600K Buy
+9,012
New +$460K ﹤0.01% 1531
2020
Q1 		– Sell
-5,773
Closed -$306K – 2586
2019
Q4 		$306K Buy
+5,773
New +$270K ﹤0.01% 2141

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

Truist Financial's WGO Position: Q1 2023 in Review

Truist Financial sold out of Winnebago Industries (WGO) in Q1 2023, closing a stake of 4,507 shares — an estimated $238K sold.

Truist Financial first reported a position in WGO in Q4 2019 and held it in 9 quarters. The position peaked at $600K in Q2 2020. 260 funds tracked by Wall St. Rank hold WGO as of Q1 2023.

  • Truist Financial reported no remaining Winnebago Industries position as of Q1 2023 after selling out during the quarter.
  • Truist Financial sold 4,507 Winnebago Industries shares in Q1 2023, an estimated $238K.
  • Truist Financial first reported a position in Winnebago Industries in Q4 2019 and held it in 9 quarters.
  • Truist Financial's Winnebago Industries position peaked at $600K in Q2 2020.
  • 260 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.