MWM
OXLC

MinichMacGregor Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-158
Closed -$4K – 471
2022
Q4 		$4K Buy
+158
New +$4.08K ﹤0.01% 504

Other funds holding OXLC

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MinichMacGregor Wealth Management's OXLC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Oxford Lane Capital (OXLC) in Q1 2023, closing a stake of 158 shares — an estimated $4K sold.

MinichMacGregor Wealth Management first reported a position in OXLC in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 81 funds tracked by Wall St. Rank hold OXLC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Oxford Lane Capital position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 158 Oxford Lane Capital shares in Q1 2023, an estimated $4K.
  • MinichMacGregor Wealth Management first reported a position in Oxford Lane Capital in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Oxford Lane Capital position peaked at $4K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.