SFI Advisors’s Oxford Lane Capital OXLC Stock Holding History

SFI 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
2023 Q1	–	Sell	-4,922	Closed	-$125K	–	88
2022 Q4	$125K	Buy	+4,922	New	+$127K	0.14%	74

Other funds holding OXLC

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

PCM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IFG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFI Advisors's OXLC Position: Q1 2023 in Review

SFI Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2023, closing a stake of 4,922 shares — an estimated $125K sold.

SFI Advisors first reported a position in OXLC in Q4 2022 and held it in 1 quarter. The position peaked at $125K in Q4 2022. 81 funds tracked by Wall St. Rank hold OXLC as of Q1 2023.

SFI Advisors reported no remaining Oxford Lane Capital position as of Q1 2023 after selling out during the quarter.
SFI Advisors sold 4,922 Oxford Lane Capital shares in Q1 2023, an estimated $125K.
SFI Advisors first reported a position in Oxford Lane Capital in Q4 2022 and held it in 1 quarter.
SFI Advisors's Oxford Lane Capital position peaked at $125K in Q4 2022.
81 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2023.

Based on SFI Advisors's 13F filing for Q1 2023, filed 15 May 2023.