HGWM
OXM icon

Harvest Group Wealth Management’s Oxford Industries OXM Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-17
Closed -$1K – 863
2019
Q4 		$1K Hold
17
– – ﹤0.01% 829
2019
Q3 		$1K Hold
17
– – ﹤0.01% 899
2019
Q2 		$1K Hold
17
– – ﹤0.01% 778
2019
Q1 		$1K Buy
+17
New +$1.31K ﹤0.01% 820

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's OXM Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Oxford Industries (OXM) in Q1 2020, closing a stake of 17 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in OXM in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 146 funds tracked by Wall St. Rank hold OXM as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Oxford Industries position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 17 Oxford Industries shares in Q1 2020, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Oxford Industries in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Oxford Industries position peaked at $1K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.