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Bell Investment Advisors’s Oxford Industries OXM Stock Holding History

Bell Investment Advisors’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
2024
Q4 		– Sell
-11
Closed -$955 – 1937
2024
Q3 		$955 Hold
11
– – ﹤0.01% 1607
2024
Q2 		$1.1K Buy
11
+5
+83% +$527 ﹤0.01% 1584
2024
Q1 		$675 Hold
6
– – ﹤0.01% 1717
2023
Q4 		$600 Sell
6
-5
-45% -$465 ﹤0.01% 1767
2023
Q3 		$1.06K Buy
11
+5
+83% +$507 ﹤0.01% 1553
2023
Q2 		$591 Hold
6
– – ﹤0.01% 1760
2023
Q1 		$634 Hold
6
– – ﹤0.01% 1720
2022
Q4 		$559 Buy
+6
New +$601 ﹤0.01% 1760

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bell Investment Advisors's OXM Position: Q4 2024 in Review

Bell Investment Advisors sold out of Oxford Industries (OXM) in Q4 2024, closing a stake of 11 shares — an estimated $955 sold.

Bell Investment Advisors first reported a position in OXM in Q4 2022 and held it in 8 quarters. The position peaked at $1.1K in Q2 2024. 221 funds tracked by Wall St. Rank hold OXM as of Q4 2024.

  • Bell Investment Advisors reported no remaining Oxford Industries position as of Q4 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 11 Oxford Industries shares in Q4 2024, an estimated $955.
  • Bell Investment Advisors first reported a position in Oxford Industries in Q4 2022 and held it in 8 quarters.
  • Bell Investment Advisors's Oxford Industries position peaked at $1.1K in Q2 2024.
  • 221 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.