PWMG
OSK icon

Prestige Wealth Management Group’s Oshkosh OSK Stock Holding History

Prestige Wealth Management Group’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
2023
Q4 		– Sell
-11
Closed -$1.05K – 1066
2023
Q3 		$1.05K Buy
+11
New +$1.07K ﹤0.01% 876
2022
Q3 		– Sell
-22
Closed -$2K – 1040
2022
Q2 		$2K Buy
22
+18
+450% +$1.65K ﹤0.01% 772
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1029
2021
Q4 		$0 Hold
4
– – ﹤0.01% 1042
2021
Q3 		$0 Hold
4
– – ﹤0.01% 1031
2021
Q2 		$0 Hold
4
– – ﹤0.01% 1012
2021
Q1 		$0 Hold
4
– – ﹤0.01% 1011
2020
Q4 		$0 Buy
+4
New +$318 ﹤0.01% 1005
2019
Q1 		– Sell
-11
Closed -$1K – 943
2018
Q4 		$1K Buy
+11
New +$705 ﹤0.01% 1089

Other funds holding OSK

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prestige Wealth Management Group's OSK Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Oshkosh (OSK) in Q4 2023, closing a stake of 11 shares — an estimated $1.05K sold.

Prestige Wealth Management Group first reported a position in OSK in Q4 2018 and held it in 9 quarters. The position peaked at $2K in Q2 2022. 455 funds tracked by Wall St. Rank hold OSK as of Q4 2023.

  • Prestige Wealth Management Group reported no remaining Oshkosh position as of Q4 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 11 Oshkosh shares in Q4 2023, an estimated $1.05K.
  • Prestige Wealth Management Group first reported a position in Oshkosh in Q4 2018 and held it in 9 quarters.
  • Prestige Wealth Management Group's Oshkosh position peaked at $2K in Q2 2022.
  • 455 funds tracked by Wall St. Rank held Oshkosh as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.