AWE
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Avidian Wealth Enterprises’s Oshkosh OSK Stock Holding History

Avidian Wealth Enterprises’s Portfolio OSK Stock Details OSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,947
Closed -$563K – 242
2019
Q4 		$563K Sell
5,947
-2,426
-29% -$209K 0.08% 106
2019
Q3 		$635K Sell
8,373
-1,432
-15% -$110K 0.1% 80
2019
Q2 		$819K Sell
9,805
-146
-1% -$11.5K 0.19% 48
2019
Q1 		$748K Buy
+9,951
New +$735K 0.17% 51

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avidian Wealth Enterprises's OSK Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 5,947 shares — an estimated $563K sold.

Avidian Wealth Enterprises first reported a position in OSK in Q1 2019 and held it in 4 quarters. The position peaked at $819K in Q2 2019. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,947 Oshkosh shares in Q1 2020, an estimated $563K.
  • Avidian Wealth Enterprises first reported a position in Oshkosh in Q1 2019 and held it in 4 quarters.
  • Avidian Wealth Enterprises's Oshkosh position peaked at $819K in Q2 2019.
  • 363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.