JIP
OXLC

Jaffetilchin Investment Partners’s Oxford Lane Capital OXLC Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-333
Closed -$8.71K – 1003
2024
Q3 		$8.71K Buy
+333
New +$8.99K ﹤0.01% 927

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jaffetilchin Investment Partners's OXLC Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Oxford Lane Capital (OXLC) in Q4 2024, closing a stake of 333 shares — an estimated $8.71K sold.

Jaffetilchin Investment Partners first reported a position in OXLC in Q3 2024 and held it in 1 quarter. The position peaked at $8.71K in Q3 2024. 149 funds tracked by Wall St. Rank hold OXLC as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Oxford Lane Capital position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 333 Oxford Lane Capital shares in Q4 2024, an estimated $8.71K.
  • Jaffetilchin Investment Partners first reported a position in Oxford Lane Capital in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Oxford Lane Capital position peaked at $8.71K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.