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Peak Financial Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Peak Financial Advisors’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-7,978
Closed -$179K – 101
2021
Q4 		$179K Buy
7,978
+1,371
+21% +$30.3K 0.14% 75
2021
Q3 		$140K Hold
6,607
– – 0.12% 66
2021
Q2 		$133K Sell
6,607
-175
-3% -$3.5K 0.11% 71
2021
Q1 		$126K Buy
+6,782
New +$122K 0.11% 70

Other funds holding OCSL

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.35B AUM 27.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peak Financial Advisors's OCSL Position: Q1 2022 in Review

Peak Financial Advisors sold out of Oaktree Specialty Lending (OCSL) in Q1 2022, closing a stake of 7,978 shares — an estimated $179K sold.

Peak Financial Advisors first reported a position in OCSL in Q1 2021 and held it in 4 quarters. The position peaked at $179K in Q4 2021. 200 funds tracked by Wall St. Rank hold OCSL as of Q1 2022.

  • Peak Financial Advisors reported no remaining Oaktree Specialty Lending position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 7,978 Oaktree Specialty Lending shares in Q1 2022, an estimated $179K.
  • Peak Financial Advisors first reported a position in Oaktree Specialty Lending in Q1 2021 and held it in 4 quarters.
  • Peak Financial Advisors's Oaktree Specialty Lending position peaked at $179K in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.