SFO
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Stokes Family Office’s OFS Capital OFS Stock Holding History

Stokes Family Office’s Portfolio OFS Stock Details OFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,076
Closed -$120K – 284
2022
Q2 		$120K Buy
+12,076
New +$146K 0.02% 259

Other funds holding OFS

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stokes Family Office's OFS Position: Q3 2022 in Review

Stokes Family Office sold out of OFS Capital (OFS) in Q3 2022, closing a stake of 12,076 shares — an estimated $120K sold.

Stokes Family Office first reported a position in OFS in Q2 2022 and held it in 1 quarter. The position peaked at $120K in Q2 2022. 38 funds tracked by Wall St. Rank hold OFS as of Q3 2022.

  • Stokes Family Office reported no remaining OFS Capital position as of Q3 2022 after selling out during the quarter.
  • Stokes Family Office sold 12,076 OFS Capital shares in Q3 2022, an estimated $120K.
  • Stokes Family Office first reported a position in OFS Capital in Q2 2022 and held it in 1 quarter.
  • Stokes Family Office's OFS Capital position peaked at $120K in Q2 2022.
  • 38 funds tracked by Wall St. Rank held OFS Capital as of Q3 2022.

Based on Stokes Family Office's 13F filing for Q3 2022, filed 14 Nov 2022.