WAM
OXM icon

Wealthspire Advisors (Maryland)’s Oxford Industries OXM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-26
Closed -$2K – 1535
2019
Q1 		$2K Hold
26
– – ﹤0.01% 2181
2018
Q4 		$2K Sell
26
-15
-37% -$1.22K ﹤0.01% 2109
2018
Q3 		$4K Buy
41
+15
+58% +$1.36K ﹤0.01% 1916
2018
Q2 		$2K Hold
26
– – ﹤0.01% 2180
2018
Q1 		$2K Hold
26
– – ﹤0.01% 2195
2017
Q4 		$2K Buy
26
+24
+1,200% +$1.6K ﹤0.01% 2147
2017
Q3 		$0 Buy
+2
New +$122 ﹤0.01% 2402

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OXM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Oxford Industries (OXM) in Q2 2019, closing a stake of 26 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in OXM in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 181 funds tracked by Wall St. Rank hold OXM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Oxford Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 26 Oxford Industries shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Oxford Industries in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Oxford Industries position peaked at $4K in Q3 2018.
  • 181 funds tracked by Wall St. Rank held Oxford Industries as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.