GIA
OXLC

GHP Investment Advisors’s Oxford Lane Capital OXLC Stock Holding History

GHP Investment 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
Q2 		– Sell
-25
Closed -$635 – 989
2024
Q1 		$635 Hold
25
– – ﹤0.01% 798
2023
Q4 		$618 Hold
25
– – ﹤0.01% 806
2023
Q3 		$630 Hold
25
– – ﹤0.01% 901
2023
Q2 		$673 Hold
25
– – ﹤0.01% 888
2023
Q1 		$654 Hold
25
– – ﹤0.01% 880
2022
Q4 		$634 Hold
25
– – ﹤0.01% 889
2022
Q3 		$1K Hold
25
– – ﹤0.01% 868
2022
Q2 		$1K Hold
25
– – ﹤0.01% 883
2022
Q1 		$1K Buy
+25
New +$961 ﹤0.01% 920

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

GHP Investment Advisors's OXLC Position: Q2 2024 in Review

GHP Investment Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2024, closing a stake of 25 shares — an estimated $635 sold.

GHP Investment Advisors first reported a position in OXLC in Q1 2022 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 101 funds tracked by Wall St. Rank hold OXLC as of Q2 2024.

  • GHP Investment Advisors reported no remaining Oxford Lane Capital position as of Q2 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 25 Oxford Lane Capital shares in Q2 2024, an estimated $635.
  • GHP Investment Advisors first reported a position in Oxford Lane Capital in Q1 2022 and held it in 9 quarters.
  • GHP Investment Advisors's Oxford Lane Capital position peaked at $1K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2024.

Based on GHP Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.