Total Clarity Wealth Management’s Oaktree Specialty Lending OCSL Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-4,913	Closed	-$97K	–	731
2022 Q2	$97K	Sell	4,913 -4,272	-47%	-$89.9K	0.05%	323
2022 Q1	$203K	Sell	9,185 -724	-7%	-$16.2K	0.11%	214
2021 Q4	$222K	Buy	9,909 +826	+9%	+$18.3K	0.1%	200
2021 Q3	$192K	Buy	+9,083	New	+$192K	0.09%	218
2021 Q2	–	Sell	-2,483	Closed	-$46K	–	559
2021 Q1	$46K	Buy	+2,483	New	+$44.7K	0.03%	354

Other funds holding OCSL

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

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CAM

Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return

PGH

Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Total Clarity Wealth Management's OCSL Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Oaktree Specialty Lending (OCSL) in Q3 2022, closing a stake of 4,913 shares — an estimated $97K sold.

Total Clarity Wealth Management first reported a position in OCSL in Q1 2021 and held it in 5 quarters. The position peaked at $222K in Q4 2021. 199 funds tracked by Wall St. Rank hold OCSL as of Q3 2022.

Total Clarity Wealth Management reported no remaining Oaktree Specialty Lending position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 4,913 Oaktree Specialty Lending shares in Q3 2022, an estimated $97K.
Total Clarity Wealth Management first reported a position in Oaktree Specialty Lending in Q1 2021 and held it in 5 quarters.
Total Clarity Wealth Management's Oaktree Specialty Lending position peaked at $222K in Q4 2021.
199 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.