AWM
OXLC

AE Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

AE Wealth Management’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,577
Closed -$353K – 1735
2023
Q4 		$353K Buy
13,577
+495
+4% +$12.2K ﹤0.01% 1622
2023
Q3 		$326K Buy
13,082
+1,109
+9% +$28.6K ﹤0.01% 1582
2023
Q2 		$290K Sell
11,973
-34
-0.3% -$869 ﹤0.01% 1630
2023
Q1 		$314K Buy
12,007
+2,752
+30% +$76.7K ﹤0.01% 1534
2022
Q4 		$235K Buy
9,255
+7,099
+329% +$183K ﹤0.01% 1611
2022
Q3 		$56K Buy
+2,156
New +$64.9K ﹤0.01% 1685

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's OXLC Position: Q1 2024 in Review

AE Wealth Management sold out of Oxford Lane Capital (OXLC) in Q1 2024, closing a stake of 13,577 shares — an estimated $353K sold.

AE Wealth Management first reported a position in OXLC in Q3 2022 and held it in 6 quarters. The position peaked at $353K in Q4 2023. 98 funds tracked by Wall St. Rank hold OXLC as of Q1 2024.

  • AE Wealth Management reported no remaining Oxford Lane Capital position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 13,577 Oxford Lane Capital shares in Q1 2024, an estimated $353K.
  • AE Wealth Management first reported a position in Oxford Lane Capital in Q3 2022 and held it in 6 quarters.
  • AE Wealth Management's Oxford Lane Capital position peaked at $353K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.