Ken Fisher
OXLC

Ken Fisher’s Oxford Lane Capital OXLC Stock Holding History

Ken Fisher’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
Q3 		– Sell
-2,294
Closed -$62.2K – 989
2024
Q2 		$62.2K Buy
+2,294
New +$60.4K ﹤0.01% 968

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 $3.88B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ken Fisher's OXLC Position: Q3 2024 in Review

Ken Fisher sold out of Oxford Lane Capital (OXLC) in Q3 2024, closing a stake of 2,294 shares — an estimated $62.2K sold.

Ken Fisher first reported a position in OXLC in Q2 2024 and held it in 1 quarter. The position peaked at $62.2K in Q2 2024. 123 funds tracked by Wall St. Rank hold OXLC as of Q3 2024.

  • Ken Fisher reported no remaining Oxford Lane Capital position as of Q3 2024 after selling out during the quarter.
  • Ken Fisher sold 2,294 Oxford Lane Capital shares in Q3 2024, an estimated $62.2K.
  • Ken Fisher first reported a position in Oxford Lane Capital in Q2 2024 and held it in 1 quarter.
  • Ken Fisher's Oxford Lane Capital position peaked at $62.2K in Q2 2024.
  • 123 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.