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Sound View Wealth Advisors Group’s Oxford Industries OXM Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		– Sell
-2,569
Closed -$225K – 289
2021
Q1 		$225K Buy
+2,569
New +$197K 0.05% 248
2019
Q3 		– Sell
-7,333
Closed -$556K – 243
2019
Q2 		$556K Buy
+7,333
New +$561K 0.16% 133

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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Sound View Wealth Advisors Group's OXM Position: Q2 2021 in Review

Sound View Wealth Advisors Group sold out of Oxford Industries (OXM) in Q2 2021, closing a stake of 2,569 shares — an estimated $225K sold.

Sound View Wealth Advisors Group first reported a position in OXM in Q2 2019 and held it in 2 quarters. The position peaked at $556K in Q2 2019. 172 funds tracked by Wall St. Rank hold OXM as of Q2 2021.

  • Sound View Wealth Advisors Group reported no remaining Oxford Industries position as of Q2 2021 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,569 Oxford Industries shares in Q2 2021, an estimated $225K.
  • Sound View Wealth Advisors Group first reported a position in Oxford Industries in Q2 2019 and held it in 2 quarters.
  • Sound View Wealth Advisors Group's Oxford Industries position peaked at $556K in Q2 2019.
  • 172 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2021, filed 21 Jul 2021.