WealthPLAN Partners’s Oshkosh OSK Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-300	Closed	-$26K	–	877
2023 Q2	$26K	Hold	300	–	–	﹤0.01%	630
2023 Q1	$25K	Buy	+300	New	+$27.2K	﹤0.01%	682

Other funds holding OSK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's OSK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Oshkosh (OSK) in Q3 2023, closing a stake of 300 shares — an estimated $26K sold.

WealthPLAN Partners first reported a position in OSK in Q1 2023 and held it in 2 quarters. The position peaked at $26K in Q2 2023. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

WealthPLAN Partners reported no remaining Oshkosh position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 300 Oshkosh shares in Q3 2023, an estimated $26K.
WealthPLAN Partners first reported a position in Oshkosh in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Oshkosh position peaked at $26K in Q2 2023.
431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.