BWA
OSK icon

BDO Wealth Advisors’s Oshkosh OSK Stock Holding History

BDO 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
2023
Q2 		$42K Buy
485
+35
+8% +$2.76K ﹤0.01% 470
2023
Q1 		$37.4K Sell
450
-8
-2% -$726 ﹤0.01% 471
2022
Q4 		$40.4K Hold
458
– – 0.01% 449
2022
Q3 		$32K Hold
458
– – ﹤0.01% 483
2022
Q2 		$38K Hold
458
– – ﹤0.01% 452
2022
Q1 		$46K Hold
458
– – ﹤0.01% 446
2021
Q4 		$52K Buy
458
+8
+2% +$874 0.01% 442
2021
Q3 		$46K Hold
450
– – 0.01% 455
2021
Q2 		$56K Hold
450
– – 0.01% 451
2021
Q1 		$53K Buy
+450
New +$46.6K 0.01% 446

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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BDO Wealth Advisors's OSK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Oshkosh (OSK) stake by 7.8% in Q2 2023, buying an estimated $2.76K and bringing the position to 485 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

BDO Wealth Advisors first reported a position in OSK in Q1 2021 and has held it in 10 quarters since. The position peaked at $56K in Q2 2021. 392 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

  • BDO Wealth Advisors held 485 shares of Oshkosh worth $42K as of Q2 2023.
  • BDO Wealth Advisors bought 35 Oshkosh shares in Q2 2023, an estimated $2.76K.
  • Oshkosh made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #470 holding.
  • BDO Wealth Advisors first reported a position in Oshkosh in Q1 2021 and has held it in 10 quarters since.
  • BDO Wealth Advisors's Oshkosh position peaked at $56K in Q2 2021.
  • 392 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.