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Oxbow Advisors’s Freedom Day Dividend ETF MBOX Stock Holding History

Oxbow Advisors’s Portfolio MBOX Stock Details MBOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,077
Closed -$234K – 211
2023
Q2 		$234K Sell
9,077
-1,584
-15% -$39.5K 0.04% 190
2023
Q1 		$266K Buy
+10,661
New +$270K 0.05% 174

Other funds holding MBOX

FDS
Freedom Day Solutions Houston, Texas $373M AUM 19.93% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxbow Advisors's MBOX Position: Q3 2023 in Review

Oxbow Advisors sold out of Freedom Day Dividend ETF (MBOX) in Q3 2023, closing a stake of 9,077 shares — an estimated $234K sold.

Oxbow Advisors first reported a position in MBOX in Q1 2023 and held it in 2 quarters. The position peaked at $266K in Q1 2023. 6 funds tracked by Wall St. Rank hold MBOX as of Q3 2023.

  • Oxbow Advisors reported no remaining Freedom Day Dividend ETF position as of Q3 2023 after selling out during the quarter.
  • Oxbow Advisors sold 9,077 Freedom Day Dividend ETF shares in Q3 2023, an estimated $234K.
  • Oxbow Advisors first reported a position in Freedom Day Dividend ETF in Q1 2023 and held it in 2 quarters.
  • Oxbow Advisors's Freedom Day Dividend ETF position peaked at $266K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Freedom Day Dividend ETF as of Q3 2023.

Based on Oxbow Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.