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San Luis Wealth Advisors’s Oshkosh OSK Stock Holding History

San Luis 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
2023
Q3 		– Sell
-16,894
Closed -$1.46M – 129
2023
Q2 		$1.46M Sell
16,894
-238
-1% -$18.7K 0.52% 50
2023
Q1 		$1.43M Buy
+17,132
New +$1.55M 0.55% 56

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American Century Companies
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GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

San Luis Wealth Advisors's OSK Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Oshkosh (OSK) in Q3 2023, closing a stake of 16,894 shares — an estimated $1.46M sold.

San Luis Wealth Advisors first reported a position in OSK in Q1 2023 and held it in 2 quarters. The position peaked at $1.46M in Q2 2023. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

  • San Luis Wealth Advisors reported no remaining Oshkosh position as of Q3 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 16,894 Oshkosh shares in Q3 2023, an estimated $1.46M.
  • San Luis Wealth Advisors first reported a position in Oshkosh in Q1 2023 and held it in 2 quarters.
  • San Luis Wealth Advisors's Oshkosh position peaked at $1.46M in Q2 2023.
  • 431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.