C
OXLC

Certuity’s Oxford Lane Capital OXLC Stock Holding History

Certuity’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
-29,497
Closed -$1.07M – 268
2022
Q1 		$1.07M Buy
29,497
+13,834
+88% +$532K 0.23% 71
2021
Q4 		$604K Buy
15,663
+5,063
+48% +$197K 0.13% 110
2021
Q3 		$382K Hold
10,600
– – 0.08% 214
2021
Q2 		$393K Buy
+10,600
New +$371K 0.09% 170

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

Certuity's OXLC Position: Q2 2022 in Review

Certuity sold out of Oxford Lane Capital (OXLC) in Q2 2022, closing a stake of 29,497 shares — an estimated $1.07M sold.

Certuity first reported a position in OXLC in Q2 2021 and held it in 4 quarters. The position peaked at $1.07M in Q1 2022. 76 funds tracked by Wall St. Rank hold OXLC as of Q2 2022.

  • Certuity reported no remaining Oxford Lane Capital position as of Q2 2022 after selling out during the quarter.
  • Certuity sold 29,497 Oxford Lane Capital shares in Q2 2022, an estimated $1.07M.
  • Certuity first reported a position in Oxford Lane Capital in Q2 2021 and held it in 4 quarters.
  • Certuity's Oxford Lane Capital position peaked at $1.07M in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2022.

Based on Certuity's 13F filing for Q2 2022, filed 3 Aug 2022.