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MorganRosel Wealth Management’s Oxford Industries OXM Stock Holding History

MorganRosel 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
Q3 		– Sell
-7,988
Closed -$786K – 103
2023
Q2 		$786K Buy
+7,988
New +$818K 0.32% 58

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Vanguard Group
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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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

MorganRosel Wealth Management's OXM Position: Q3 2023 in Review

MorganRosel Wealth Management sold out of Oxford Industries (OXM) in Q3 2023, closing a stake of 7,988 shares — an estimated $786K sold.

MorganRosel Wealth Management first reported a position in OXM in Q2 2023 and held it in 1 quarter. The position peaked at $786K in Q2 2023. 243 funds tracked by Wall St. Rank hold OXM as of Q3 2023.

  • MorganRosel Wealth Management reported no remaining Oxford Industries position as of Q3 2023 after selling out during the quarter.
  • MorganRosel Wealth Management sold 7,988 Oxford Industries shares in Q3 2023, an estimated $786K.
  • MorganRosel Wealth Management first reported a position in Oxford Industries in Q2 2023 and held it in 1 quarter.
  • MorganRosel Wealth Management's Oxford Industries position peaked at $786K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2023.

Based on MorganRosel Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.