OWG
MOHR

Oxford Wealth Group’s Mohr Growth ETF MOHR Stock Holding History

Oxford Wealth Group’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,981
Closed -$351K – 74
2024
Q1 		$351K Buy
+15,981
New +$335K 0.32% 43

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxford Wealth Group's MOHR Position: Q2 2024 in Review

Oxford Wealth Group sold out of Mohr Growth ETF (MOHR) in Q2 2024, closing a stake of 15,981 shares — an estimated $351K sold.

Oxford Wealth Group first reported a position in MOHR in Q1 2024 and held it in 1 quarter. The position peaked at $351K in Q1 2024. 7 funds tracked by Wall St. Rank hold MOHR as of Q2 2024.

  • Oxford Wealth Group reported no remaining Mohr Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Oxford Wealth Group sold 15,981 Mohr Growth ETF shares in Q2 2024, an estimated $351K.
  • Oxford Wealth Group first reported a position in Mohr Growth ETF in Q1 2024 and held it in 1 quarter.
  • Oxford Wealth Group's Mohr Growth ETF position peaked at $351K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q2 2024.

Based on Oxford Wealth Group's 13F filing for Q2 2024, filed 12 Aug 2024.