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Redwood Wealth Management Group’s Oaktree Specialty Lending OCSL Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-2,999
Closed -$56.4K – 788
2024
Q2 		$56.4K Buy
+2,999
New +$58K 0.04% 287

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $1.1B AUM 38.56% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Redwood Wealth Management Group's OCSL Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Oaktree Specialty Lending (OCSL) in Q3 2024, closing a stake of 2,999 shares — an estimated $56.4K sold.

Redwood Wealth Management Group first reported a position in OCSL in Q2 2024 and held it in 1 quarter. The position peaked at $56.4K in Q2 2024. 195 funds tracked by Wall St. Rank hold OCSL as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Oaktree Specialty Lending position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,999 Oaktree Specialty Lending shares in Q3 2024, an estimated $56.4K.
  • Redwood Wealth Management Group first reported a position in Oaktree Specialty Lending in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Oaktree Specialty Lending position peaked at $56.4K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.