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Plante Moran Financial Advisors’s Oxford Lane Capital OXLC Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-1,598
Closed -$40.6K – 853
2024
Q1 		$40.6K Buy
+1,598
New +$41K ﹤0.01% 388

Other funds holding OXLC

Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $202M AUM 21.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cubist Systematic Strategies
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Plante Moran Financial Advisors's OXLC Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Oxford Lane Capital (OXLC) in Q2 2024, closing a stake of 1,598 shares — an estimated $40.6K sold.

Plante Moran Financial Advisors first reported a position in OXLC in Q1 2024 and held it in 1 quarter. The position peaked at $40.6K in Q1 2024. 101 funds tracked by Wall St. Rank hold OXLC as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Oxford Lane Capital position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,598 Oxford Lane Capital shares in Q2 2024, an estimated $40.6K.
  • Plante Moran Financial Advisors first reported a position in Oxford Lane Capital in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Oxford Lane Capital position peaked at $40.6K in Q1 2024.
  • 101 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.