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Plante Moran Financial Advisors’s Oxford Square Capital OXSQ Stock Holding History

Plante Moran Financial Advisors’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$1K – 1051
2021
Q1 		$1K Buy
+200
New +$778 ﹤0.01% 967

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Legal & General Group
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BlackRock
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Plante Moran Financial Advisors's OXSQ Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of Oxford Square Capital (OXSQ) in Q2 2021, closing a stake of 200 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in OXSQ in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 47 funds tracked by Wall St. Rank hold OXSQ as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining Oxford Square Capital position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 Oxford Square Capital shares in Q2 2021, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Oxford Square Capital in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Oxford Square Capital position peaked at $1K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.