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Vahanian & Associates Financial Planning’s Winnebago Industries WGO Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q2 		– Sell
-4,600
Closed -$249K – 64
2022
Q1 		$249K Sell
4,600
-8,429
-65% -$545K 0.58% 49
2021
Q4 		$976K Buy
+13,029
New +$938K 0.79% 32

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Vanguard Group
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CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vahanian & Associates Financial Planning's WGO Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of Winnebago Industries (WGO) in Q2 2022, closing a stake of 4,600 shares — an estimated $249K sold.

Vahanian & Associates Financial Planning first reported a position in WGO in Q4 2021 and held it in 2 quarters. The position peaked at $976K in Q4 2021. 277 funds tracked by Wall St. Rank hold WGO as of Q2 2022.

  • Vahanian & Associates Financial Planning reported no remaining Winnebago Industries position as of Q2 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 4,600 Winnebago Industries shares in Q2 2022, an estimated $249K.
  • Vahanian & Associates Financial Planning first reported a position in Winnebago Industries in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's Winnebago Industries position peaked at $976K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.