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Avantax Advisory Services’s Oaktree Specialty Lending OCSL Stock Holding History

Avantax Advisory Services’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-9,104
Closed -$134K – 1214
2020
Q3 		$134K Buy
+9,104
New +$130K ﹤0.01% 1274

Other funds holding OCSL

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RCM
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JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Avantax Advisory Services's OCSL Position: Q4 2020 in Review

Avantax Advisory Services sold out of Oaktree Specialty Lending (OCSL) in Q4 2020, closing a stake of 9,104 shares — an estimated $134K sold.

Avantax Advisory Services first reported a position in OCSL in Q3 2020 and held it in 1 quarter. The position peaked at $134K in Q3 2020. 143 funds tracked by Wall St. Rank hold OCSL as of Q4 2020.

  • Avantax Advisory Services reported no remaining Oaktree Specialty Lending position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 9,104 Oaktree Specialty Lending shares in Q4 2020, an estimated $134K.
  • Avantax Advisory Services first reported a position in Oaktree Specialty Lending in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Oaktree Specialty Lending position peaked at $134K in Q3 2020.
  • 143 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.