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Heritage Wealth Management (Arizona)’s Oaktree Specialty Lending OCSL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-50
Closed -$1K – 1039
2022
Q1 		$1K Buy
+50
New +$1.12K ﹤0.01% 949

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s OCSL Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Oaktree Specialty Lending (OCSL) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in OCSL in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 213 funds tracked by Wall St. Rank hold OCSL as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Oaktree Specialty Lending position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 50 Oaktree Specialty Lending shares in Q2 2022, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in Oaktree Specialty Lending in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Oaktree Specialty Lending position peaked at $1K in Q1 2022.
  • 213 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.