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True Wealth Design’s Oxbridge Re Holdings OXBR Stock Holding History

True Wealth Design’s Portfolio OXBR Stock Details OXBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150
Closed -$180 – 887
2022
Q4 		$180 Buy
+150
New +$273 ﹤0.01% 680

Other funds holding OXBR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Wealth Design's OXBR Position: Q1 2023 in Review

True Wealth Design sold out of Oxbridge Re Holdings (OXBR) in Q1 2023, closing a stake of 150 shares — an estimated $180 sold.

True Wealth Design first reported a position in OXBR in Q4 2022 and held it in 1 quarter. The position peaked at $180 in Q4 2022. 12 funds tracked by Wall St. Rank hold OXBR as of Q1 2023.

  • True Wealth Design reported no remaining Oxbridge Re Holdings position as of Q1 2023 after selling out during the quarter.
  • True Wealth Design sold 150 Oxbridge Re Holdings shares in Q1 2023, an estimated $180.
  • True Wealth Design first reported a position in Oxbridge Re Holdings in Q4 2022 and held it in 1 quarter.
  • True Wealth Design's Oxbridge Re Holdings position peaked at $180 in Q4 2022.
  • 12 funds tracked by Wall St. Rank held Oxbridge Re Holdings as of Q1 2023.

Based on True Wealth Design's 13F filing for Q1 2023, filed 12 May 2023.