AWM
OXM icon

AE Wealth Management’s Oxford Industries OXM Stock Holding History

AE Wealth Management’s Portfolio OXM Stock Details OXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5,689
Closed -$511K – 1885
2022
Q3 		$511K Buy
5,689
+394
+7% +$38.1K ﹤0.01% 1254
2022
Q2 		$470K Sell
5,295
-1,067
-17% -$95.8K ﹤0.01% 1235
2022
Q1 		$576K Sell
6,362
-1,615
-20% -$143K ﹤0.01% 1168
2021
Q4 		$810K Buy
7,977
+1,204
+18% +$117K 0.01% 1028
2021
Q3 		$611K Buy
+6,773
New +$616K 0.01% 1082

Other funds holding OXM

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's OXM Position: Q4 2022 in Review

AE Wealth Management sold out of Oxford Industries (OXM) in Q4 2022, closing a stake of 5,689 shares — an estimated $511K sold.

AE Wealth Management first reported a position in OXM in Q3 2021 and held it in 5 quarters. The position peaked at $810K in Q4 2021. 248 funds tracked by Wall St. Rank hold OXM as of Q4 2022.

  • AE Wealth Management reported no remaining Oxford Industries position as of Q4 2022 after selling out during the quarter.
  • AE Wealth Management sold 5,689 Oxford Industries shares in Q4 2022, an estimated $511K.
  • AE Wealth Management first reported a position in Oxford Industries in Q3 2021 and held it in 5 quarters.
  • AE Wealth Management's Oxford Industries position peaked at $810K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2022.

Based on AE Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.