Atlas Private Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-111	Closed	-$4K	–	534
2021 Q3	$4K	Buy	111 +3	+3%	+$109	﹤0.01%	598
2021 Q2	$4K	Buy	108 +3	+3%	+$105	﹤0.01%	606
2021 Q1	$3K	Buy	105 +4	+4%	+$127	﹤0.01%	701
2020 Q4	$3K	Buy	+101	New	+$2.49K	﹤0.01%	601

Other funds holding OXLC

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Atlas Private Wealth Advisors's OXLC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Oxford Lane Capital (OXLC) in Q4 2021, closing a stake of 111 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in OXLC in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2021. 60 funds tracked by Wall St. Rank hold OXLC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Oxford Lane Capital position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 111 Oxford Lane Capital shares in Q4 2021, an estimated $4K.
Atlas Private Wealth Advisors first reported a position in Oxford Lane Capital in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Oxford Lane Capital position peaked at $4K in Q3 2021.
60 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.