FSWA
OXLC

Financial Synergies Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

Financial Synergies Wealth Advisors’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
Q3 		– Sell
-15
Closed -$426 – 507
2022
Q2 		$426 Buy
+15
New +$492 ﹤0.01% 387

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Financial Synergies Wealth Advisors's OXLC Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of Oxford Lane Capital (OXLC) in Q3 2022, closing a stake of 15 shares — an estimated $426 sold.

Financial Synergies Wealth Advisors first reported a position in OXLC in Q2 2022 and held it in 1 quarter. The position peaked at $426 in Q2 2022. 73 funds tracked by Wall St. Rank hold OXLC as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining Oxford Lane Capital position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 15 Oxford Lane Capital shares in Q3 2022, an estimated $426.
  • Financial Synergies Wealth Advisors first reported a position in Oxford Lane Capital in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Oxford Lane Capital position peaked at $426 in Q2 2022.
  • 73 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.