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Venturi Wealth Management’s Oxford Industries OXM Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-805
Closed -$63.4K – 1442
2024
Q4 		$63.4K Buy
+805
New +$63.1K ﹤0.01% 951

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's OXM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Oxford Industries (OXM) in Q1 2025, closing a stake of 805 shares — an estimated $63.4K sold.

Venturi Wealth Management first reported a position in OXM in Q4 2024 and held it in 1 quarter. The position peaked at $63.4K in Q4 2024. 217 funds tracked by Wall St. Rank hold OXM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Oxford Industries position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 805 Oxford Industries shares in Q1 2025, an estimated $63.4K.
  • Venturi Wealth Management first reported a position in Oxford Industries in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Oxford Industries position peaked at $63.4K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.