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TCI Wealth Advisors’s Oshkosh OSK Stock Holding History

TCI 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
2022
Q3 		– Sell
-305
Closed -$25K – 2494
2022
Q2 		$25K Buy
305
+51
+20% +$4.68K ﹤0.01% 572
2022
Q1 		$26K Buy
254
+67
+36% +$7.53K ﹤0.01% 588
2021
Q4 		$21K Buy
187
+75
+67% +$8.2K ﹤0.01% 685
2021
Q3 		$11K Buy
112
+11
+11% +$1.26K ﹤0.01% 1047
2021
Q2 		$13K Hold
101
– – ﹤0.01% 804
2021
Q1 		$12K Buy
+101
New +$10.5K 0.01% 760
2020
Q4 		– Sell
-5
Closed – – 1621
2020
Q3 		$0 Buy
+5
New +$385 ﹤0.01% 1624
2020
Q1 		– Sell
-57
Closed -$5K – 1678
2019
Q4 		$5K Buy
+57
New +$4.91K ﹤0.01% 864
2018
Q4 		– Sell
-64
Closed -$5K – 1587
2018
Q3 		$5K Buy
64
+12
+23% +$864 ﹤0.01% 801
2018
Q2 		$4K Buy
+52
New +$3.88K ﹤0.01% 861

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's OSK Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 305 shares — an estimated $25K sold.

TCI Wealth Advisors first reported a position in OSK in Q2 2018 and held it in 10 quarters. The position peaked at $26K in Q1 2022. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 305 Oshkosh shares in Q3 2022, an estimated $25K.
  • TCI Wealth Advisors first reported a position in Oshkosh in Q2 2018 and held it in 10 quarters.
  • TCI Wealth Advisors's Oshkosh position peaked at $26K in Q1 2022.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.