Doyle Wealth Management’s Oxford Square Capital OXSQ Stock Holding History

Doyle Wealth Management’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
2022 Q2	–	Sell	-25,817	Closed	-$108K	–	237
2022 Q1	$108K	Buy	+25,817	New	+$106K	0.01%	242

Other funds holding OXSQ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VEA

Virtus ETF Advisers New York $261M AUM 78.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Doyle Wealth Management's OXSQ Position: Q2 2022 in Review

Doyle Wealth Management sold out of Oxford Square Capital (OXSQ) in Q2 2022, closing a stake of 25,817 shares — an estimated $108K sold.

Doyle Wealth Management first reported a position in OXSQ in Q1 2022 and held it in 1 quarter. The position peaked at $108K in Q1 2022. 51 funds tracked by Wall St. Rank hold OXSQ as of Q2 2022.

Doyle Wealth Management reported no remaining Oxford Square Capital position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 25,817 Oxford Square Capital shares in Q2 2022, an estimated $108K.
Doyle Wealth Management first reported a position in Oxford Square Capital in Q1 2022 and held it in 1 quarter.
Doyle Wealth Management's Oxford Square Capital position peaked at $108K in Q1 2022.
51 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.