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Ropes Wealth Advisors’s Oxford Industries OXM Stock Holding History

Ropes Wealth Advisors’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
2021
Q1 		– Sell
-9
Closed -$1K – 614
2020
Q4 		$1K Buy
+9
New +$465 ﹤0.01% 750

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Ropes Wealth Advisors's OXM Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Oxford Industries (OXM) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in OXM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 145 funds tracked by Wall St. Rank hold OXM as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Oxford Industries position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 9 Oxford Industries shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Oxford Industries in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Oxford Industries position peaked at $1K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.