Focused Wealth Management’s Oxford Industries OXM Stock Holding History

Focused 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
2023 Q4	–	Sell	-750	Closed	-$72.1K	–	1075
2023 Q3	$72.1K	Hold	750	–	–	0.01%	244
2023 Q2	$73.8K	Hold	750	–	–	0.01%	250
2023 Q1	$79.2K	Hold	750	–	–	0.02%	233
2022 Q4	$69.9K	Hold	750	–	–	0.01%	258
2022 Q3	$67K	Buy	+750	New	+$72.6K	0.01%	230
2022 Q2	–	Sell	-700	Closed	-$63K	–	1034
2022 Q1	$63K	Buy	+700	New	+$61.8K	0.01%	287

Other funds holding OXM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focused Wealth Management's OXM Position: Q4 2023 in Review

Focused Wealth Management sold out of Oxford Industries (OXM) in Q4 2023, closing a stake of 750 shares — an estimated $72.1K sold.

Focused Wealth Management first reported a position in OXM in Q1 2022 and held it in 6 quarters. The position peaked at $79.2K in Q1 2023. 254 funds tracked by Wall St. Rank hold OXM as of Q4 2023.

Focused Wealth Management reported no remaining Oxford Industries position as of Q4 2023 after selling out during the quarter.
Focused Wealth Management sold 750 Oxford Industries shares in Q4 2023, an estimated $72.1K.
Focused Wealth Management first reported a position in Oxford Industries in Q1 2022 and held it in 6 quarters.
Focused Wealth Management's Oxford Industries position peaked at $79.2K in Q1 2023.
254 funds tracked by Wall St. Rank held Oxford Industries as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.