Spire Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Spire Wealth Management’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	-60	Closed	-$2K	–	2567
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	2081
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	1979
2022 Q2	$2K	Buy	+60	New	+$1.97K	﹤0.01%	2386
2022 Q1	–	Sell	-1,180	Closed	-$45K	–	2776
2021 Q4	$45K	Sell	1,180 -6,100	-84%	-$237K	﹤0.01%	1787
2021 Q3	$262K	Sell	7,280 -3,390	-32%	-$123K	0.01%	815
2021 Q2	$395K	Sell	10,670 -1,870	-15%	-$65.4K	0.01%	688
2021 Q1	$395K	Buy	+12,540	New	+$397K	0.01%	746

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

Spire Wealth Management's OXLC Position: Q1 2023 in Review

Spire Wealth Management sold out of Oxford Lane Capital (OXLC) in Q1 2023, closing a stake of 60 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in OXLC in Q1 2021 and held it in 7 quarters. The position peaked at $395K in Q2 2021. 81 funds tracked by Wall St. Rank hold OXLC as of Q1 2023.

Spire Wealth Management reported no remaining Oxford Lane Capital position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 60 Oxford Lane Capital shares in Q1 2023, an estimated $2K.
Spire Wealth Management first reported a position in Oxford Lane Capital in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Oxford Lane Capital position peaked at $395K in Q2 2021.
81 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.