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WR Wealth Planners’s Oshkosh OSK Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-1
Closed -$95 – 638
2023
Q3 		$95 Buy
+1
New +$97 ﹤0.01% 894

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

WR Wealth Planners's OSK Position: Q4 2023 in Review

WR Wealth Planners sold out of Oshkosh (OSK) in Q4 2023, closing a stake of 1 share — an estimated $95 sold.

WR Wealth Planners first reported a position in OSK in Q3 2023 and held it in 1 quarter. The position peaked at $95 in Q3 2023. 455 funds tracked by Wall St. Rank hold OSK as of Q4 2023.

  • WR Wealth Planners reported no remaining Oshkosh position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 1 Oshkosh share in Q4 2023, an estimated $95.
  • WR Wealth Planners first reported a position in Oshkosh in Q3 2023 and held it in 1 quarter.
  • WR Wealth Planners's Oshkosh position peaked at $95 in Q3 2023.
  • 455 funds tracked by Wall St. Rank held Oshkosh as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.