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Capital Asset Advisory Services’s Oxford Industries OXM Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-46
Closed -$3K – 1253
2020
Q4 		$3K Buy
+46
New +$2.38K ﹤0.01% 1389

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SAM
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AllianceBernstein
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Capital Asset Advisory Services's OXM Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Oxford Industries (OXM) in Q1 2021, closing a stake of 46 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in OXM in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 145 funds tracked by Wall St. Rank hold OXM as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Oxford Industries position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 46 Oxford Industries shares in Q1 2021, an estimated $3K.
  • Capital Asset Advisory Services first reported a position in Oxford Industries in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Oxford Industries position peaked at $3K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.