FHA
OXLC

First Horizon Advisors’s Oxford Lane Capital OXLC Stock Holding History

First Horizon 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
2024
Q1 		– Sell
-2,000
Closed -$49.4K – 2364
2023
Q4 		$49.4K Buy
+2,000
New +$49.3K ﹤0.01% 941
2017
Q2 		– Sell
-200
Closed -$11K – 1453
2017
Q1 		$11K Buy
+200
New +$11.1K ﹤0.01% 992

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 $3.43B AUM 24.13% 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 $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Horizon Advisors's OXLC Position: Q1 2024 in Review

First Horizon Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2024, closing a stake of 2,000 shares — an estimated $49.4K sold.

First Horizon Advisors first reported a position in OXLC in Q1 2017 and held it in 2 quarters. The position peaked at $49.4K in Q4 2023. 98 funds tracked by Wall St. Rank hold OXLC as of Q1 2024.

  • First Horizon Advisors reported no remaining Oxford Lane Capital position as of Q1 2024 after selling out during the quarter.
  • First Horizon Advisors sold 2,000 Oxford Lane Capital shares in Q1 2024, an estimated $49.4K.
  • First Horizon Advisors first reported a position in Oxford Lane Capital in Q1 2017 and held it in 2 quarters.
  • First Horizon Advisors's Oxford Lane Capital position peaked at $49.4K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2024.

Based on First Horizon Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.