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Ausdal Financial Partners’s OFS Capital OFS Stock Holding History

Ausdal Financial Partners’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,530
Closed -$115K – 513
2021
Q4 		$115K Hold
10,530
– – 0.02% 468
2021
Q3 		$109K Hold
10,530
– – 0.02% 456
2021
Q2 		$105K Hold
10,530
– – 0.02% 448
2021
Q1 		$92K Sell
10,530
-515
-5% -$4.02K 0.02% 434
2020
Q4 		$79K Hold
11,045
– – 0.02% 410
2020
Q3 		$52K Sell
11,045
-8,100
-42% -$37.1K 0.01% 348
2020
Q2 		$87K Buy
19,145
+530
+3% +$2.47K 0.03% 283
2020
Q1 		$85K Buy
+18,615
New +$181K 0.03% 274

Other funds holding OFS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Ausdal Financial Partners's OFS Position: Q1 2022 in Review

Ausdal Financial Partners sold out of OFS Capital (OFS) in Q1 2022, closing a stake of 10,530 shares — an estimated $115K sold.

Ausdal Financial Partners first reported a position in OFS in Q1 2020 and held it in 8 quarters. The position peaked at $115K in Q4 2021. 35 funds tracked by Wall St. Rank hold OFS as of Q1 2022.

  • Ausdal Financial Partners reported no remaining OFS Capital position as of Q1 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 10,530 OFS Capital shares in Q1 2022, an estimated $115K.
  • Ausdal Financial Partners first reported a position in OFS Capital in Q1 2020 and held it in 8 quarters.
  • Ausdal Financial Partners's OFS Capital position peaked at $115K in Q4 2021.
  • 35 funds tracked by Wall St. Rank held OFS Capital as of Q1 2022.

Based on Ausdal Financial Partners's 13F filing for Q1 2022, filed 4 May 2022.