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Vanguard Capital Wealth Advisors’s Winnebago Industries WGO Stock Holding History

Vanguard Capital 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
2021
Q3 		– Sell
-4,260
Closed -$289K – 178
2021
Q2 		$289K Buy
+4,260
New +$315K 0.22% 106

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Capital Wealth Advisors's WGO Position: Q3 2021 in Review

Vanguard Capital Wealth Advisors sold out of Winnebago Industries (WGO) in Q3 2021, closing a stake of 4,260 shares — an estimated $289K sold.

Vanguard Capital Wealth Advisors first reported a position in WGO in Q2 2021 and held it in 1 quarter. The position peaked at $289K in Q2 2021. 267 funds tracked by Wall St. Rank hold WGO as of Q3 2021.

  • Vanguard Capital Wealth Advisors reported no remaining Winnebago Industries position as of Q3 2021 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 4,260 Winnebago Industries shares in Q3 2021, an estimated $289K.
  • Vanguard Capital Wealth Advisors first reported a position in Winnebago Industries in Q2 2021 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Winnebago Industries position peaked at $289K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Winnebago Industries as of Q3 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.