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Precedent Wealth Partners’s Oxford Industries OXM Stock Holding History

Precedent Wealth Partners’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
Q3 		– Sell
-4,445
Closed -$445K – 147
2024
Q2 		$445K Buy
4,445
+1,103
+33% +$116K 0.18% 105
2024
Q1 		$376K Buy
3,342
+979
+41% +$98.5K 0.16% 111
2023
Q4 		$236K Buy
+2,363
New +$220K 0.12% 124

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Precedent Wealth Partners's OXM Position: Q3 2024 in Review

Precedent Wealth Partners sold out of Oxford Industries (OXM) in Q3 2024, closing a stake of 4,445 shares — an estimated $445K sold.

Precedent Wealth Partners first reported a position in OXM in Q4 2023 and held it in 3 quarters. The position peaked at $445K in Q2 2024. 229 funds tracked by Wall St. Rank hold OXM as of Q3 2024.

  • Precedent Wealth Partners reported no remaining Oxford Industries position as of Q3 2024 after selling out during the quarter.
  • Precedent Wealth Partners sold 4,445 Oxford Industries shares in Q3 2024, an estimated $445K.
  • Precedent Wealth Partners first reported a position in Oxford Industries in Q4 2023 and held it in 3 quarters.
  • Precedent Wealth Partners's Oxford Industries position peaked at $445K in Q2 2024.
  • 229 funds tracked by Wall St. Rank held Oxford Industries as of Q3 2024.

Based on Precedent Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.