BDO Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

BDO 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
2023 Q2	$607K	Buy	25,096 +22,772	+980%	+$582K	0.07%	159
2023 Q1	$60.8K	Buy	2,324 +56	+2%	+$1.56K	0.01%	391
2022 Q4	$57.5K	Sell	2,268 -103	-4%	-$2.66K	0.01%	394
2022 Q3	$61K	Buy	2,371 +47	+2%	+$1.42K	0.01%	382
2022 Q2	$66K	Buy	2,324 +41	+2%	+$1.34K	0.01%	380
2022 Q1	$83K	Buy	2,283 +23	+1%	+$884	0.01%	359
2021 Q4	$87K	Hold	2,260	–	–	0.01%	368
2021 Q3	$81K	Hold	2,260	–	–	0.01%	382
2021 Q2	$84K	Hold	2,260	–	–	0.01%	392
2021 Q1	$71K	Buy	+2,260	New	+$71.5K	0.01%	402
2018 Q4	–	Sell	-40	Closed	-$2K	–	605
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	568
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	593
2018 Q1	$2K	Buy	+40	New	+$2.02K	﹤0.01%	520
2017 Q3	–	Sell	-40	Closed	-$2K	–	517
2017 Q2	$2K	Buy	+40	New	+$2.15K	﹤0.01%	512

Other funds holding OXLC

PCM

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

TJHA

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

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

DFG

Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BDO Wealth Advisors's OXLC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Oxford Lane Capital (OXLC) stake by 980% in Q2 2023, buying an estimated $582K and bringing the position to 25,096 shares worth $607K. The position accounts for 0.07% of the portfolio, ranked #159.

BDO Wealth Advisors first reported a position in OXLC in Q2 2017 and has held it in 14 quarters since. 88 funds tracked by Wall St. Rank hold OXLC as of Q2 2023.

BDO Wealth Advisors held 25,096 shares of Oxford Lane Capital worth $607K as of Q2 2023.
BDO Wealth Advisors bought 22,772 Oxford Lane Capital shares in Q2 2023, an estimated $582K.
Oxford Lane Capital made up 0.07% of BDO Wealth Advisors's portfolio in Q2 2023, its #159 holding.
BDO Wealth Advisors first reported a position in Oxford Lane Capital in Q2 2017 and has held it in 14 quarters since.
88 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.