Laird Norton Wetherby Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Laird Norton Wetherby Wealth Management’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	–	Sell	-2,340	Closed	-$57.8K	–	977
2023 Q4	$57.8K	Buy	2,340 +340	+17%	+$8.38K	﹤0.01%	911
2023 Q3	$49.9K	Buy	+2,000	New	+$51.5K	﹤0.01%	896
2023 Q1	–	Sell	-3,000	Closed	-$76K	–	940
2022 Q4	$76K	Buy	+3,000	New	+$77.4K	﹤0.01%	871
2022 Q3	–	Sell	-3,000	Closed	-$85K	–	927
2022 Q2	$85K	Sell	3,000 -1,000	-25%	-$32.8K	0.01%	877
2022 Q1	$145K	Buy	+4,000	New	+$154K	0.01%	881

Other funds holding OXLC

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's OXLC Position: Q1 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Oxford Lane Capital (OXLC) in Q1 2024, closing a stake of 2,340 shares — an estimated $57.8K sold.

Laird Norton Wetherby Wealth Management first reported a position in OXLC in Q1 2022 and held it in 5 quarters. The position peaked at $145K in Q1 2022. 98 funds tracked by Wall St. Rank hold OXLC as of Q1 2024.

Laird Norton Wetherby Wealth Management reported no remaining Oxford Lane Capital position as of Q1 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 2,340 Oxford Lane Capital shares in Q1 2024, an estimated $57.8K.
Laird Norton Wetherby Wealth Management first reported a position in Oxford Lane Capital in Q1 2022 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Oxford Lane Capital position peaked at $145K in Q1 2022.
98 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.