CPP
OXLC

Capasso Planning Partners’s Oxford Lane Capital OXLC Stock Holding History

Capasso Planning Partners’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
2022
Q2 		– Sell
-4,000
Closed -$145K – 97
2022
Q1 		$145K Buy
4,000
+1,000
+33% +$38.4K 0.1% 87
2021
Q4 		$116K Buy
+3,000
New +$117K 0.08% 82

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
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
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Capasso Planning Partners's OXLC Position: Q2 2022 in Review

Capasso Planning Partners sold out of Oxford Lane Capital (OXLC) in Q2 2022, closing a stake of 4,000 shares — an estimated $145K sold.

Capasso Planning Partners first reported a position in OXLC in Q4 2021 and held it in 2 quarters. The position peaked at $145K in Q1 2022. 76 funds tracked by Wall St. Rank hold OXLC as of Q2 2022.

  • Capasso Planning Partners reported no remaining Oxford Lane Capital position as of Q2 2022 after selling out during the quarter.
  • Capasso Planning Partners sold 4,000 Oxford Lane Capital shares in Q2 2022, an estimated $145K.
  • Capasso Planning Partners first reported a position in Oxford Lane Capital in Q4 2021 and held it in 2 quarters.
  • Capasso Planning Partners's Oxford Lane Capital position peaked at $145K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2022.

Based on Capasso Planning Partners's 13F filing for Q2 2022, filed 11 Aug 2022.