SVWA
OXM icon

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

Sound View 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
2019
Q1 		$552K Sell
7,333
-4,000
-35% -$308K 0.17% 129
2018
Q4 		$805K Buy
+11,333
New +$919K 0.29% 94

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sound View Wealth Advisors's OXM Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Oxford Industries (OXM) stake by 35% in Q1 2019, selling an estimated $308K and leaving 7,333 shares worth $552K. The position accounts for 0.17% of the portfolio, ranked #129.

Sound View Wealth Advisors first reported a position in OXM in Q4 2018 and has held it in 2 quarters since. The position peaked at $805K in Q4 2018. 187 funds tracked by Wall St. Rank hold OXM as of Q1 2019.

  • Sound View Wealth Advisors held 7,333 shares of Oxford Industries worth $552K as of Q1 2019.
  • Sound View Wealth Advisors sold 4,000 Oxford Industries shares in Q1 2019, an estimated $308K.
  • Oxford Industries made up 0.17% of Sound View Wealth Advisors's portfolio in Q1 2019, its #129 holding.
  • Sound View Wealth Advisors first reported a position in Oxford Industries in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Oxford Industries position peaked at $805K in Q4 2018.
  • 187 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.