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Carolinas Wealth Consulting’s Oxford Industries OXM Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-4
Closed -$441 – 1120
2023
Q4 		$441 Hold
4
– – ﹤0.01% 941
2023
Q3 		$373 Hold
4
– – ﹤0.01% 964
2023
Q2 		$434 Hold
4
– – ﹤0.01% 1020
2023
Q1 		$422 Sell
4
-5
-56% -$559 ﹤0.01% 1012
2022
Q4 		$839 Buy
+9
New +$901 ﹤0.01% 924

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Carolinas Wealth Consulting's OXM Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Oxford Industries (OXM) in Q1 2024, closing a stake of 4 shares — an estimated $441 sold.

Carolinas Wealth Consulting first reported a position in OXM in Q4 2022 and held it in 5 quarters. The position peaked at $839 in Q4 2022. 253 funds tracked by Wall St. Rank hold OXM as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Oxford Industries position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4 Oxford Industries shares in Q1 2024, an estimated $441.
  • Carolinas Wealth Consulting first reported a position in Oxford Industries in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Oxford Industries position peaked at $839 in Q4 2022.
  • 253 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.