HWA
OSK icon

HHM Wealth Advisors’s Oshkosh OSK Stock Holding History

HHM 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
2023
Q2 		– Sell
-18
Closed -$1.5K – 840
2023
Q1 		$1.5K Hold
18
– – ﹤0.01% 746
2022
Q4 		$1.59K Buy
+18
New +$1.54K ﹤0.01% 626
2022
Q2 		– Sell
-453
Closed -$46K – 825
2022
Q1 		$46K Buy
+453
New +$50.9K 0.01% 323

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HHM Wealth Advisors's OSK Position: Q2 2023 in Review

HHM Wealth Advisors sold out of Oshkosh (OSK) in Q2 2023, closing a stake of 18 shares — an estimated $1.5K sold.

HHM Wealth Advisors first reported a position in OSK in Q1 2022 and held it in 3 quarters. The position peaked at $46K in Q1 2022. 391 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

  • HHM Wealth Advisors reported no remaining Oshkosh position as of Q2 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 18 Oshkosh shares in Q2 2023, an estimated $1.5K.
  • HHM Wealth Advisors first reported a position in Oshkosh in Q1 2022 and held it in 3 quarters.
  • HHM Wealth Advisors's Oshkosh position peaked at $46K in Q1 2022.
  • 391 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.