FVWA
OSK icon

Foster Victor Wealth Advisors’s Oshkosh OSK Stock Holding History

Foster Victor Wealth Advisors’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
Q3 		– Sell
-26,224
Closed -$2.11M – 145
2022
Q2 		$2.11M Buy
26,224
+4,805
+22% +$441K 0.31% 76
2022
Q1 		$2.07M Buy
21,419
+4,573
+27% +$514K 0.28% 78
2021
Q4 		$2M Buy
16,846
+3,654
+28% +$399K 0.27% 81
2021
Q3 		$1.35M Buy
13,192
+2,083
+19% +$239K 0.22% 84
2021
Q2 		$1.39M Buy
11,109
+2,550
+30% +$322K 0.23% 85
2021
Q1 		$1.03M Buy
8,559
+2,323
+37% +$241K 0.19% 87
2020
Q4 		$537K Buy
6,236
+2,775
+80% +$221K 0.12% 98
2020
Q3 		$254K Buy
+3,461
New +$267K 0.07% 115

Other funds holding OSK

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Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return