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Cornerstone Planning Group’s Oxford Industries OXM Stock Holding History

Cornerstone Planning Group’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
-9
Closed -$776 – 1646
2024
Q4 		$776 Buy
+9
New +$706 ﹤0.01% 1018

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

Cornerstone Planning Group's OXM Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Oxford Industries (OXM) in Q1 2025, closing a stake of 9 shares — an estimated $776 sold.

Cornerstone Planning Group first reported a position in OXM in Q4 2024 and held it in 1 quarter. The position peaked at $776 in Q4 2024. 217 funds tracked by Wall St. Rank hold OXM as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Oxford Industries position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 Oxford Industries shares in Q1 2025, an estimated $776.
  • Cornerstone Planning Group first reported a position in Oxford Industries in Q4 2024 and held it in 1 quarter.
  • Cornerstone Planning Group's Oxford Industries position peaked at $776 in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.