RDIA
OXLC

RE Dickinson Investment Advisors’s Oxford Lane Capital OXLC Stock Holding History

RE Dickinson Investment 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
Q4 		$200 Buy
+7
New +$183 ﹤0.01% 272

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RE Dickinson Investment Advisors's OXLC Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Oxford Lane Capital (OXLC) in Q4 2024: 7 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings.

150 funds tracked by Wall St. Rank hold OXLC as of Q4 2024.

  • RE Dickinson Investment Advisors held 7 shares of Oxford Lane Capital worth $200 as of Q4 2024.
  • Oxford Lane Capital was a new RE Dickinson Investment Advisors position in Q4 2024.
  • Oxford Lane Capital made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #272 holding.
  • 150 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.