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Foster Victor Wealth Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Foster Victor Wealth Advisors’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,084
Closed -$95K – 146
2021
Q4 		$95K Buy
+4,084
New +$90.4K 0.01% 143

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster Victor Wealth Advisors's OCSL Position: Q1 2022 in Review

Foster Victor Wealth Advisors sold out of Oaktree Specialty Lending (OCSL) in Q1 2022, closing a stake of 4,084 shares — an estimated $95K sold.

Foster Victor Wealth Advisors first reported a position in OCSL in Q4 2021 and held it in 1 quarter. The position peaked at $95K in Q4 2021. 200 funds tracked by Wall St. Rank hold OCSL as of Q1 2022.

  • Foster Victor Wealth Advisors reported no remaining Oaktree Specialty Lending position as of Q1 2022 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 4,084 Oaktree Specialty Lending shares in Q1 2022, an estimated $95K.
  • Foster Victor Wealth Advisors first reported a position in Oaktree Specialty Lending in Q4 2021 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's Oaktree Specialty Lending position peaked at $95K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2022.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.