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Bedel Financial Consulting’s Oxford Square Capital OXSQ Stock Holding History

Bedel Financial Consulting’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,500
Closed -$6K – 1059
2021
Q3 		$6K Hold
1,500
– – ﹤0.01% 755
2021
Q2 		$7K Hold
1,500
– – ﹤0.01% 732
2021
Q1 		$7K Buy
+1,500
New +$5.83K ﹤0.01% 695

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Legal & General Group
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Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bedel Financial Consulting's OXSQ Position: Q4 2021 in Review

Bedel Financial Consulting sold out of Oxford Square Capital (OXSQ) in Q4 2021, closing a stake of 1,500 shares — an estimated $6K sold.

Bedel Financial Consulting first reported a position in OXSQ in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 51 funds tracked by Wall St. Rank hold OXSQ as of Q4 2021.

  • Bedel Financial Consulting reported no remaining Oxford Square Capital position as of Q4 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,500 Oxford Square Capital shares in Q4 2021, an estimated $6K.
  • Bedel Financial Consulting first reported a position in Oxford Square Capital in Q1 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's Oxford Square Capital position peaked at $7K in Q2 2021.
  • 51 funds tracked by Wall St. Rank held Oxford Square Capital as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.