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Baker Tilly Wealth Management’s Oshkosh OSK Stock Holding History

Baker Tilly Wealth Management’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
2023
Q3 		– Sell
-2,768
Closed -$240K – 529
2023
Q2 		$240K Sell
2,768
-275
-9% -$21.7K 0.03% 491
2023
Q1 		$253K Buy
3,043
+106
+4% +$9.62K 0.03% 477
2022
Q4 		$259K Buy
+2,937
New +$252K 0.03% 459
2022
Q3 		– Sell
-2,838
Closed -$233K – 529
2022
Q2 		$233K Buy
2,838
+100
+4% +$9.18K 0.03% 449
2022
Q1 		$276K Buy
+2,738
New +$308K 0.03% 442

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American Century Companies
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GA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return