IFAM
OCCI

Institutional & Family Asset Management’s OFS Credit Co OCCI Stock Holding History

Institutional & Family Asset Management’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12
Closed – – 762
2022
Q3 		$0 Sell
12
-89
-88% -$864 ﹤0.01% 751
2022
Q2 		$1K Buy
+101
New +$1.06K ﹤0.01% 675

Other funds holding OCCI

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Institutional & Family Asset Management's OCCI Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of OFS Credit Co (OCCI) in Q4 2022, closing a stake of 12 shares.

Institutional & Family Asset Management first reported a position in OCCI in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 18 funds tracked by Wall St. Rank hold OCCI as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining OFS Credit Co position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 12 OFS Credit Co shares in Q4 2022.
  • Institutional & Family Asset Management first reported a position in OFS Credit Co in Q2 2022 and held it in 2 quarters.
  • Institutional & Family Asset Management's OFS Credit Co position peaked at $1K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held OFS Credit Co as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.