CAN
OXLC

Cetera Advisor Networks’s Oxford Lane Capital OXLC Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$100K Buy
+3,954
New +$102K ﹤0.01% 2691
2023
Q4 		– Sell
-3,376
Closed -$84.2K – 2845
2023
Q3 		$84.2K Buy
+3,376
New +$86.9K ﹤0.01% 2588
2023
Q2 		– Sell
-2,094
Closed -$54.8K – 2686
2023
Q1 		$54.8K Hold
2,094
– – ﹤0.01% 2486
2022
Q4 		$53.1K Buy
+2,094
New +$54K ﹤0.01% 2440
2020
Q3 		– Sell
-40
Closed -$1K – 2469
2020
Q2 		$1K Sell
40
-58,219
-100% -$1.18M ﹤0.01% 3362
2020
Q1 		$1.22M Buy
58,259
+21,723
+59% +$836K 0.04% 363
2019
Q4 		$1.49M Buy
36,536
+5,498
+18% +$244K 0.04% 378
2019
Q3 		$1.44M Buy
31,038
+686
+2% +$34.7K 0.04% 347
2019
Q2 		$1.53M Buy
30,352
+4,082
+16% +$212K 0.05% 320
2019
Q1 		$1.29M Buy
26,270
+1,659
+7% +$83.6K 0.04% 349
2018
Q4 		$1.19M Buy
24,611
+1,134
+5% +$57.5K 0.05% 330
2018
Q3 		$1.24M Buy
23,477
+3,848
+20% +$211K 0.04% 342
2018
Q2 		$1.02M Buy
+19,629
New +$1.05M 0.05% 292
2018
Q1 		– Sell
-16,764
Closed -$839K – 946
2017
Q4 		$839K Buy
16,764
+1,245
+8% +$64.2K 0.04% 417
2017
Q3 		$796K Buy
15,519
+219
+1% +$11.5K 0.04% 395
2017
Q2 		$759K Buy
15,300
+881
+6% +$47.3K 0.04% 395
2017
Q1 		$800K Buy
14,419
+360
+3% +$19.9K 0.04% 368
2016
Q4 		$736K Sell
14,059
-12,840
-48% -$689K 0.04% 368
2016
Q3 		$1.41M Buy
26,899
+16,173
+151% +$819K 0.05% 295
2016
Q2 		$447K Buy
10,726
+78
+0.7% +$3.47K 0.03% 487
2016
Q1 		$450K Sell
10,648
-512
-5% -$21.8K 0.03% 468
2015
Q4 		$553K Buy
11,160
+424
+4% +$23.3K 0.04% 401
2015
Q3 		$615K Buy
10,736
+560
+6% +$38K 0.04% 376
2015
Q2 		$752K Hold
10,176
– – 0.05% 341
2015
Q1 		$752K Buy
10,176
+437
+4% +$33K 0.05% 342
2014
Q4 		$729K Buy
9,739
+1,092
+13% +$85.4K 0.05% 338
2014
Q3 		$662K Buy
8,647
+308
+4% +$25.5K 0.05% 373
2014
Q2 		$706K Buy
8,339
+2,574
+45% +$218K 0.05% 380
2014
Q1 		$482K Buy
+5,765
New +$503K 0.03% 443

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Advisor Networks's OXLC Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Oxford Lane Capital (OXLC) in Q1 2024: 3,954 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #2691 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in OXLC as recently as Q3 2023.

Cetera Advisor Networks first reported a position in OXLC in Q1 2014 and has held it in 29 quarters since. The position peaked at $1.53M in Q2 2019. 98 funds tracked by Wall St. Rank hold OXLC as of Q1 2024.

  • Cetera Advisor Networks held 3,954 shares of Oxford Lane Capital worth $100K as of Q1 2024.
  • Oxford Lane Capital was a new Cetera Advisor Networks position in Q1 2024.
  • Oxford Lane Capital made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2691 holding.
  • Cetera Advisor Networks first reported a position in Oxford Lane Capital in Q1 2014 and has held it in 29 quarters since.
  • Cetera Advisor Networks's Oxford Lane Capital position peaked at $1.53M in Q2 2019.
  • 98 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.