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Sutton Wealth Advisors’s Oxford Industries OXM Stock Holding History

Sutton 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
2023
Q1 		– Sell
-322
Closed -$30K – 1339
2022
Q4 		$30K Hold
322
– – 0.01% 553
2022
Q3 		$28.9K Sell
322
-1
-0.3% -$97 0.01% 535
2022
Q2 		$28.7K Buy
323
+6
+2% +$539 0.01% 542
2022
Q1 		$28.7K Sell
317
-4
-1% -$353 0.01% 589
2021
Q4 		$32.6K Buy
321
+4
+1% +$389 0.01% 546
2021
Q3 		$28.6K Hold
317
– – 0.01% 581
2021
Q2 		$31.3K Hold
317
– – 0.01% 557
2021
Q1 		$27.7K Hold
317
– – 0.01% 582
2020
Q4 		$20.8K Hold
317
– – 0.01% 601
2020
Q3 		$12.8K Sell
317
-2
-0.6% -$90 0.01% 669
2020
Q2 		$14K Buy
319
+227
+247% +$9.44K 0.01% 626
2020
Q1 		$3.34K Sell
92
-127
-58% -$7.79K ﹤0.01% 944
2019
Q4 		$16.5K Hold
219
– – 0.01% 675
2019
Q3 		$15.7K Hold
219
– – 0.01% 662
2019
Q2 		$16.6K Hold
219
– – 0.01% 635
2019
Q1 		$16.5K Hold
219
– – 0.01% 643
2018
Q4 		$15.6K Hold
219
– – 0.01% 607
2018
Q3 		$19.8K Hold
219
– – 0.01% 592
2018
Q2 		$18.2K Hold
219
– – 0.01% 628
2018
Q1 		$16.3K Hold
219
– – 0.01% 648
2017
Q4 		$16.5K Hold
219
– – 0.01% 623
2017
Q3 		$13.9K Hold
219
– – 0.01% 667
2017
Q2 		$13.7K Buy
+219
New +$12.6K 0.01% 664
2017
Q1 		– Sell
-137
Closed -$8.24K – 1075
2016
Q4 		$8.24K Sell
137
-155
-53% -$10.2K 0.01% 742
2016
Q3 		$19.8K Buy
+292
New +$18.3K 0.02% 461
2016
Q2 		– Sell
-272
Closed -$18.3K – 1057
2016
Q1 		$18.3K Buy
+272
New +$18.5K 0.02% 459

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sutton Wealth Advisors's OXM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Oxford Industries (OXM) in Q1 2023, closing a stake of 322 shares — an estimated $30K sold.

Sutton Wealth Advisors first reported a position in OXM in Q1 2016 and held it in 26 quarters. The position peaked at $32.6K in Q4 2021. 238 funds tracked by Wall St. Rank hold OXM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Oxford Industries position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 322 Oxford Industries shares in Q1 2023, an estimated $30K.
  • Sutton Wealth Advisors first reported a position in Oxford Industries in Q1 2016 and held it in 26 quarters.
  • Sutton Wealth Advisors's Oxford Industries position peaked at $32.6K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.