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Virtus Investment Advisers’s Winnebago Industries WGO Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-1,274
Closed -$92.8K – 383
2023
Q4 		$92.8K Buy
+1,274
New +$81.8K 0.07% 244

Other funds holding WGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Virtus Investment Advisers's WGO Position: Q1 2024 in Review

Virtus Investment Advisers sold out of Winnebago Industries (WGO) in Q1 2024, closing a stake of 1,274 shares — an estimated $92.8K sold.

Virtus Investment Advisers first reported a position in WGO in Q4 2023 and held it in 1 quarter. The position peaked at $92.8K in Q4 2023. 253 funds tracked by Wall St. Rank hold WGO as of Q1 2024.

  • Virtus Investment Advisers reported no remaining Winnebago Industries position as of Q1 2024 after selling out during the quarter.
  • Virtus Investment Advisers sold 1,274 Winnebago Industries shares in Q1 2024, an estimated $92.8K.
  • Virtus Investment Advisers first reported a position in Winnebago Industries in Q4 2023 and held it in 1 quarter.
  • Virtus Investment Advisers's Winnebago Industries position peaked at $92.8K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2024.

Based on Virtus Investment Advisers's 13F filing for Q1 2024, filed 16 May 2024.