Regent Peak Wealth Advisors’s Oshkosh OSK Stock Holding History

Regent Peak Wealth Advisors’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 Q1	–	Sell	-6	Closed	-$1K	–	723
2020 Q4	$1K	Buy	+6	New	+$477	﹤0.01%	967

Other funds holding OSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Regent Peak Wealth Advisors's OSK Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Oshkosh (OSK) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in OSK in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 428 funds tracked by Wall St. Rank hold OSK as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Oshkosh position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 6 Oshkosh shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Oshkosh in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Oshkosh position peaked at $1K in Q4 2020.
428 funds tracked by Wall St. Rank held Oshkosh as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.