PWP
OSK icon

Personal Wealth Partners’s Oshkosh OSK Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-300
Closed -$37K – 300
2021
Q2 		$37K Buy
+300
New +$37.9K 0.01% 168
2020
Q1 		– Sell
-304
Closed -$29K – 441
2019
Q4 		$29K Hold
304
– – 0.01% 176
2019
Q3 		$23K Buy
304
+4
+1% +$306 0.01% 193
2019
Q2 		$25K Buy
+300
New +$23.6K 0.01% 171

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Personal Wealth Partners's OSK Position: Q3 2021 in Review

Personal Wealth Partners sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 300 shares — an estimated $37K sold.

Personal Wealth Partners first reported a position in OSK in Q2 2019 and held it in 4 quarters. The position peaked at $37K in Q2 2021. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • Personal Wealth Partners reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 300 Oshkosh shares in Q3 2021, an estimated $37K.
  • Personal Wealth Partners first reported a position in Oshkosh in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Oshkosh position peaked at $37K in Q2 2021.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.