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B. Riley Wealth Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

B. Riley Wealth Advisors’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
2023
Q1 		– Sell
-5,208
Closed -$107K – 1591
2022
Q4 		$107K Buy
5,208
+35
+0.7% +$705 ﹤0.01% 1353
2022
Q3 		$94K Sell
5,173
-39,892
-89% -$812K ﹤0.01% 1331
2022
Q2 		$886K Buy
45,065
+1,072
+2% +$22.6K 0.04% 457
2022
Q1 		$973K Sell
43,993
-2,999
-6% -$67.1K 0.03% 503
2021
Q4 		$1.05M Buy
46,992
+1,655
+4% +$36.6K 0.03% 514
2021
Q3 		$961K Buy
45,337
+5,442
+14% +$115K 0.03% 531
2021
Q2 		$801K Buy
39,895
+11,538
+41% +$231K 0.03% 589
2021
Q1 		$528K Buy
28,357
+5,257
+23% +$94.5K 0.02% 709
2020
Q4 		$387K Buy
23,100
+7,800
+51% +$121K 0.02% 624
2020
Q3 		$223K Buy
+15,300
New +$219K 0.01% 812
2018
Q1 		– Sell
-4,733
Closed -$70K – 701
2017
Q4 		$70K Buy
+4,733
New +$75.8K 0.01% 621
2015
Q3 		– Sell
-5,669
Closed -$112K – 595
2015
Q2 		$112K Sell
5,669
-338
-6% -$7.08K 0.03% 495
2015
Q1 		$132K Sell
6,007
-13,271
-69% -$298K 0.03% 488
2014
Q4 		$2.65K Sell
19,278
-3,247
-14% -$84K 0.06% 453
2014
Q3 		$620K Sell
22,525
-39,222
-64% -$1.15M 0.16% 168
2014
Q2 		$915K Buy
61,747
+47,643
+338% +$1.34M 0.21% 101
2014
Q1 		$400K Sell
14,104
-4,695
-25% -$134K 0.12% 194
2013
Q4 		$522K Sell
18,799
-373
-2% -$11K 0.17% 146
2013
Q3 		$592K Buy
19,172
+240
+1% +$7.62K 0.2% 119
2013
Q2 		$594K Buy
+18,932
New +$604K 0.2% 121

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return

B. Riley Wealth Advisors's OCSL Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Oaktree Specialty Lending (OCSL) in Q1 2023, closing a stake of 5,208 shares — an estimated $107K sold.

B. Riley Wealth Advisors first reported a position in OCSL in Q2 2013 and held it in 20 quarters. The position peaked at $1.05M in Q4 2021. 185 funds tracked by Wall St. Rank hold OCSL as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining Oaktree Specialty Lending position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,208 Oaktree Specialty Lending shares in Q1 2023, an estimated $107K.
  • B. Riley Wealth Advisors first reported a position in Oaktree Specialty Lending in Q2 2013 and held it in 20 quarters.
  • B. Riley Wealth Advisors's Oaktree Specialty Lending position peaked at $1.05M in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.