WAM
WGO icon

Wealthspire Advisors (Maryland)’s Winnebago Industries WGO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-88
Closed -$3K – 2036
2019
Q1 		$3K Hold
88
– – ﹤0.01% 2067
2018
Q4 		$2K Buy
88
+2
+2% +$53 ﹤0.01% 2149
2018
Q3 		$3K Hold
86
– – ﹤0.01% 2083
2018
Q2 		$3K Hold
86
– – ﹤0.01% 2065
2018
Q1 		$3K Sell
86
-155
-64% -$7.14K ﹤0.01% 2076
2017
Q4 		$13K Buy
241
+102
+73% +$5.12K ﹤0.01% 1495
2017
Q3 		$6K Buy
+139
New +$5.11K ﹤0.01% 1758

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
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WGO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Winnebago Industries (WGO) in Q2 2019, closing a stake of 88 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in WGO in Q3 2017 and held it in 7 quarters. The position peaked at $13K in Q4 2017. 218 funds tracked by Wall St. Rank hold WGO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Winnebago Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 88 Winnebago Industries shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Winnebago Industries in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Winnebago Industries position peaked at $13K in Q4 2017.
  • 218 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.