CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Oxford Industries OXM Stock Holding History

CAPTRUST Financial 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
2025
Q1 		– Sell
-4,284
Closed -$337K – 2425
2024
Q4 		$337K Sell
4,284
-96
-2% -$7.53K ﹤0.01% 1836
2024
Q3 		$380K Buy
4,380
+1,573
+56% +$145K ﹤0.01% 1746
2024
Q2 		$281K Sell
2,807
-63
-2% -$6.64K ﹤0.01% 1845
2024
Q1 		$323K Sell
2,870
-3,653
-56% -$367K ﹤0.01% 1735
2023
Q4 		$652K Sell
6,523
-1,054
-14% -$98K ﹤0.01% 1545
2023
Q3 		$728K Buy
7,577
+4,210
+125% +$427K ﹤0.01% 1399
2023
Q2 		$331K Buy
3,367
+8
+0.2% +$819 ﹤0.01% 1898
2023
Q1 		$355K Sell
3,359
-11
-0.3% -$1.23K ﹤0.01% 1625
2022
Q4 		$314K Buy
3,370
+22
+0.7% +$2.2K ﹤0.01% 1615
2022
Q3 		$301K Buy
3,348
+1,304
+64% +$126K ﹤0.01% 1540
2022
Q2 		$181K Sell
2,044
-11
-0.5% -$987 ﹤0.01% 1760
2022
Q1 		$186K Buy
2,055
+449
+28% +$39.6K ﹤0.01% 1782
2021
Q4 		$163K Sell
1,606
-481
-23% -$46.8K ﹤0.01% 1787
2021
Q3 		$188K Buy
2,087
+87
+4% +$7.92K ﹤0.01% 1599
2021
Q2 		$198K Sell
2,000
-259
-11% -$24.3K ﹤0.01% 1527
2021
Q1 		$197K Buy
2,259
+1,860
+466% +$143K ﹤0.01% 1492
2020
Q4 		$26K Sell
399
-2
-0.5% -$103 ﹤0.01% 2133
2020
Q3 		$17K Hold
401
– – ﹤0.01% 2051
2020
Q2 		$17K Buy
+401
New +$16.7K ﹤0.01% 2010
2019
Q4 		– Sell
-407
Closed -$29K – 1549
2019
Q3 		$29K Sell
407
-5
-1% -$352 ﹤0.01% 1182
2019
Q2 		$31K Sell
412
-9
-2% -$689 ﹤0.01% 1146
2019
Q1 		$32K Buy
+421
New +$32.4K ﹤0.01% 1025

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's OXM Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of Oxford Industries (OXM) in Q1 2025, closing a stake of 4,284 shares — an estimated $337K sold.

CAPTRUST Financial Advisors first reported a position in OXM in Q1 2019 and held it in 22 quarters. The position peaked at $728K in Q3 2023. 217 funds tracked by Wall St. Rank hold OXM as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining Oxford Industries position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,284 Oxford Industries shares in Q1 2025, an estimated $337K.
  • CAPTRUST Financial Advisors first reported a position in Oxford Industries in Q1 2019 and held it in 22 quarters.
  • CAPTRUST Financial Advisors's Oxford Industries position peaked at $728K in Q3 2023.
  • 217 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.