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Concord Wealth Partners’s Oshkosh OSK Stock Holding History

Concord Wealth Partners’s Portfolio OSK Stock Details OSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-22
Closed -$2K – 1334
2022
Q1 		$2K Hold
22
– – ﹤0.01% 1121
2021
Q4 		$2K Hold
22
– – ﹤0.01% 1150
2021
Q3 		$2K Hold
22
– – ﹤0.01% 772
2021
Q2 		$3K Hold
22
– – ﹤0.01% 836
2021
Q1 		$3K Buy
+22
New +$2.28K ﹤0.01% 771

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American Century Companies
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Victory Capital Management
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Concord Wealth Partners's OSK Position: Q2 2022 in Review

Concord Wealth Partners sold out of Oshkosh (OSK) in Q2 2022, closing a stake of 22 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in OSK in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 407 funds tracked by Wall St. Rank hold OSK as of Q2 2022.

  • Concord Wealth Partners reported no remaining Oshkosh position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 22 Oshkosh shares in Q2 2022, an estimated $2K.
  • Concord Wealth Partners first reported a position in Oshkosh in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Oshkosh position peaked at $3K in Q2 2021.
  • 407 funds tracked by Wall St. Rank held Oshkosh as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.