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Focused Wealth Management’s Oshkosh OSK Stock Holding History

Focused Wealth Management’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
2024
Q1 		– Sell
-6
Closed -$675 – 714
2023
Q4 		$675 Hold
6
– – ﹤0.01% 883
2023
Q3 		$592 Hold
6
– – ﹤0.01% 900
2023
Q2 		$535 Sell
6
-75
-93% -$5.91K ﹤0.01% 942
2023
Q1 		$6.75K Buy
81
+75
+1,250% +$6.8K ﹤0.01% 609
2022
Q4 		$539 Hold
6
– – ﹤0.01% 939
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1025
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1029
2022
Q1 		$1K Hold
6
– – ﹤0.01% 911
2021
Q4 		$1K Hold
6
– – ﹤0.01% 910
2021
Q3 		$1K Buy
+6
New +$689 ﹤0.01% 919

Other funds holding OSK

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Focused Wealth Management's OSK Position: Q1 2024 in Review

Focused Wealth Management sold out of Oshkosh (OSK) in Q1 2024, closing a stake of 6 shares — an estimated $675 sold.

Focused Wealth Management first reported a position in OSK in Q3 2021 and held it in 10 quarters. The position peaked at $6.75K in Q1 2023. 457 funds tracked by Wall St. Rank hold OSK as of Q1 2024.

  • Focused Wealth Management reported no remaining Oshkosh position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 6 Oshkosh shares in Q1 2024, an estimated $675.
  • Focused Wealth Management first reported a position in Oshkosh in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's Oshkosh position peaked at $6.75K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held Oshkosh as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.