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B. Riley Wealth Advisors’s Oshkosh OSK Stock Holding History

B. Riley Wealth Advisors’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
2022
Q4 		– Sell
-10,534
Closed -$741K – 1563
2022
Q3 		$741K Sell
10,534
-5,515
-34% -$448K 0.02% 613
2022
Q2 		$1.32M Buy
16,049
+5,108
+47% +$469K 0.06% 335
2022
Q1 		$1.1M Buy
10,941
+890
+9% +$100K 0.04% 455
2021
Q4 		$1.13M Buy
10,051
+2,541
+34% +$278K 0.03% 488
2021
Q3 		$769K Buy
7,510
+4,280
+133% +$492K 0.02% 611
2021
Q2 		$403K Buy
+3,230
New +$408K 0.01% 877

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

B. Riley Wealth Advisors's OSK Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Oshkosh (OSK) in Q4 2022, closing a stake of 10,534 shares — an estimated $741K sold.

B. Riley Wealth Advisors first reported a position in OSK in Q2 2021 and held it in 6 quarters. The position peaked at $1.32M in Q2 2022. 382 funds tracked by Wall St. Rank hold OSK as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Oshkosh position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,534 Oshkosh shares in Q4 2022, an estimated $741K.
  • B. Riley Wealth Advisors first reported a position in Oshkosh in Q2 2021 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Oshkosh position peaked at $1.32M in Q2 2022.
  • 382 funds tracked by Wall St. Rank held Oshkosh as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.