Resources Management Corp’s Oxford Lane Capital OXLC Stock Holding History

Resources Management Corp’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	-200	Closed	-$5K	–	433
2024 Q1	$5K	Hold	200	–	–	﹤0.01%	389
2023 Q4	$5K	Hold	200	–	–	﹤0.01%	390
2023 Q3	$5K	Hold	200	–	–	﹤0.01%	392
2023 Q2	$5K	Buy	200 +68	+52%	+$1.74K	﹤0.01%	393
2023 Q1	$39K	Sell	132 -68	-34%	-$1.9K	0.01%	297
2022 Q4	$5K	Hold	200	–	–	﹤0.01%	406
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	426
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	430
2022 Q1	$7K	Hold	200	–	–	﹤0.01%	426
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	439
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	422
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	435
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	441
2020 Q4	$5K	Hold	200	–	–	﹤0.01%	441
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	408
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	433
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	431
2019 Q4	$8K	Hold	200	–	–	﹤0.01%	400
2019 Q3	$9K	Buy	+200	New	+$10.1K	﹤0.01%	418
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	402
2018 Q3	$10K	Buy	+200	New	+$10.9K	﹤0.01%	375

Other funds holding OXLC

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Resources Management Corp's OXLC Position: Q2 2024 in Review

Resources Management Corp sold out of Oxford Lane Capital (OXLC) in Q2 2024, closing a stake of 200 shares — an estimated $5K sold.

Resources Management Corp first reported a position in OXLC in Q3 2018 and held it in 21 quarters. The position peaked at $39K in Q1 2023. 101 funds tracked by Wall St. Rank hold OXLC as of Q2 2024.

Resources Management Corp reported no remaining Oxford Lane Capital position as of Q2 2024 after selling out during the quarter.
Resources Management Corp sold 200 Oxford Lane Capital shares in Q2 2024, an estimated $5K.
Resources Management Corp first reported a position in Oxford Lane Capital in Q3 2018 and held it in 21 quarters.
Resources Management Corp's Oxford Lane Capital position peaked at $39K in Q1 2023.
101 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2024.

Based on Resources Management Corp's 13F filing for Q2 2024, filed 14 Aug 2024.