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J.W. Coons Advisors’s Oxford Industries OXM Stock Holding History

J.W. Coons Advisors’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
2024
Q1 		– Sell
-2,700
Closed -$270K – 248
2023
Q4 		$270K Sell
2,700
-730
-21% -$67.9K 0.07% 201
2023
Q3 		$330K Sell
3,430
-105
-3% -$10.7K 0.1% 170
2023
Q2 		$348K Sell
3,535
-25
-0.7% -$2.56K 0.1% 178
2023
Q1 		$376K Buy
3,560
+1,185
+50% +$132K 0.11% 169
2022
Q4 		$221K Buy
+2,375
New +$238K 0.07% 215

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
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

J.W. Coons Advisors's OXM Position: Q1 2024 in Review

J.W. Coons Advisors sold out of Oxford Industries (OXM) in Q1 2024, closing a stake of 2,700 shares — an estimated $270K sold.

J.W. Coons Advisors first reported a position in OXM in Q4 2022 and held it in 5 quarters. The position peaked at $376K in Q1 2023. 253 funds tracked by Wall St. Rank hold OXM as of Q1 2024.

  • J.W. Coons Advisors reported no remaining Oxford Industries position as of Q1 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 2,700 Oxford Industries shares in Q1 2024, an estimated $270K.
  • J.W. Coons Advisors first reported a position in Oxford Industries in Q4 2022 and held it in 5 quarters.
  • J.W. Coons Advisors's Oxford Industries position peaked at $376K in Q1 2023.
  • 253 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2024.

Based on J.W. Coons Advisors's 13F filing for Q1 2024, filed 8 May 2024.