TWP
OSK icon

TFO Wealth Partners’s Oshkosh OSK Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-3
Closed -$374 – 558
2024
Q1 		$374 Sell
3
-7
-70% -$780 ﹤0.01% 335
2023
Q4 		$1.08K Hold
10
– – ﹤0.01% 186
2023
Q3 		$866 Buy
10
+7
+233% +$679 ﹤0.01% 317
2023
Q2 		$260 Hold
3
– – ﹤0.01% 439
2023
Q1 		$250 Hold
3
– – ﹤0.01% 422
2022
Q4 		$259 Buy
+3
New +$257 ﹤0.01% 587
2022
Q3 		– Sell
-26
Closed -$2K – 386
2022
Q2 		$2K Buy
+26
New +$2.39K ﹤0.01% 334

Other funds holding OSK

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFO Wealth Partners's OSK Position: Q2 2024 in Review

TFO Wealth Partners sold out of Oshkosh (OSK) in Q2 2024, closing a stake of 3 shares — an estimated $374 sold.

TFO Wealth Partners first reported a position in OSK in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 469 funds tracked by Wall St. Rank hold OSK as of Q2 2024.

  • TFO Wealth Partners reported no remaining Oshkosh position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Oshkosh shares in Q2 2024, an estimated $374.
  • TFO Wealth Partners first reported a position in Oshkosh in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Oshkosh position peaked at $2K in Q2 2022.
  • 469 funds tracked by Wall St. Rank held Oshkosh as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.