GI
OXLC

Gradient Investments’s Oxford Lane Capital OXLC Stock Holding History

Gradient Investments’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 		– Hold
0
– – – 1228
2023
Q4 		– Sell
-20
Closed -$499 – 1896
2023
Q3 		$499 Buy
+20
New +$515 ﹤0.01% 1554

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

Gradient Investments's OXLC Position: Q1 2024 in Review

Gradient Investments held its Oxford Lane Capital (OXLC) position steady in Q1 2024 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Gradient Investments first reported a position in OXLC in Q3 2023 and has held it in 1 quarter since. The position peaked at $499 in Q3 2023. 98 funds tracked by Wall St. Rank hold OXLC as of Q1 2024.

  • Gradient Investments held 0 shares of Oxford Lane Capital worth $2 as of Q1 2024.
  • Gradient Investments left its Oxford Lane Capital share count unchanged in Q1 2024.
  • Oxford Lane Capital made up ﹤0.01% of Gradient Investments's portfolio in Q1 2024, its #1228 holding.
  • Gradient Investments first reported a position in Oxford Lane Capital in Q3 2023 and has held it in 1 quarter since.
  • Gradient Investments's Oxford Lane Capital position peaked at $499 in Q3 2023.
  • 98 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.