AFA
OXLC

Atlas Financial Advisors’s Oxford Lane Capital OXLC Stock Holding History

Atlas Financial Advisors’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
2023
Q4 		– Sell
-2,400
Closed -$59.9K – 39
2023
Q3 		$59.9K Buy
+2,400
New +$61.8K 0.05% 42

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Atlas Financial Advisors's OXLC Position: Q4 2023 in Review

Atlas Financial Advisors sold out of Oxford Lane Capital (OXLC) in Q4 2023, closing a stake of 2,400 shares — an estimated $59.9K sold.

Atlas Financial Advisors first reported a position in OXLC in Q3 2023 and held it in 1 quarter. The position peaked at $59.9K in Q3 2023. 92 funds tracked by Wall St. Rank hold OXLC as of Q4 2023.

  • Atlas Financial Advisors reported no remaining Oxford Lane Capital position as of Q4 2023 after selling out during the quarter.
  • Atlas Financial Advisors sold 2,400 Oxford Lane Capital shares in Q4 2023, an estimated $59.9K.
  • Atlas Financial Advisors first reported a position in Oxford Lane Capital in Q3 2023 and held it in 1 quarter.
  • Atlas Financial Advisors's Oxford Lane Capital position peaked at $59.9K in Q3 2023.
  • 92 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2023.

Based on Atlas Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.