ACI
OCCI

Alpha Cubed Investments’s OFS Credit Co OCCI Stock Holding History

Alpha Cubed Investments’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-51,720
Closed -$420K – 306
2022
Q4 		$420K Buy
+51,720
New +$456K 0.03% 181

Other funds holding OCCI

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Alpha Cubed Investments's OCCI Position: Q1 2023 in Review

Alpha Cubed Investments sold out of OFS Credit Co (OCCI) in Q1 2023, closing a stake of 51,720 shares — an estimated $420K sold.

Alpha Cubed Investments first reported a position in OCCI in Q4 2022 and held it in 1 quarter. The position peaked at $420K in Q4 2022. 21 funds tracked by Wall St. Rank hold OCCI as of Q1 2023.

  • Alpha Cubed Investments reported no remaining OFS Credit Co position as of Q1 2023 after selling out during the quarter.
  • Alpha Cubed Investments sold 51,720 OFS Credit Co shares in Q1 2023, an estimated $420K.
  • Alpha Cubed Investments first reported a position in OFS Credit Co in Q4 2022 and held it in 1 quarter.
  • Alpha Cubed Investments's OFS Credit Co position peaked at $420K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held OFS Credit Co as of Q1 2023.

Based on Alpha Cubed Investments's 13F filing for Q1 2023, filed 27 Apr 2023.