CWM
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Compass Wealth Management’s Oxford Industries OXM Stock Holding History

Compass Wealth Management’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
Q3 		– Sell
-200
Closed -$20K – 403
2024
Q2 		$20K Hold
200
– – ﹤0.01% 326
2024
Q1 		$22.5K Buy
+200
New +$20.1K 0.01% 314

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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

Compass Wealth Management's OXM Position: Q3 2024 in Review

Compass Wealth Management sold out of Oxford Industries (OXM) in Q3 2024, closing a stake of 200 shares — an estimated $20K sold.

Compass Wealth Management first reported a position in OXM in Q1 2024 and held it in 2 quarters. The position peaked at $22.5K in Q1 2024. 229 funds tracked by Wall St. Rank hold OXM as of Q3 2024.

  • Compass Wealth Management reported no remaining Oxford Industries position as of Q3 2024 after selling out during the quarter.
  • Compass Wealth Management sold 200 Oxford Industries shares in Q3 2024, an estimated $20K.
  • Compass Wealth Management first reported a position in Oxford Industries in Q1 2024 and held it in 2 quarters.
  • Compass Wealth Management's Oxford Industries position peaked at $22.5K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2024.

Based on Compass Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.