TAM
OCCI

Tucker Asset Management’s OFS Credit Co OCCI Stock Holding History

Tucker Asset Management’s Portfolio OCCI Stock Details OCCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,298
Closed -$11.9K – 1254
2023
Q1 		$11.9K Buy
+1,298
New +$12.2K ﹤0.01% 513

Other funds holding OCCI

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WEPOG
Wealth Enhancement & Preservation of GA Alpharetta, Georgia $104M AUM 15.21% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Tucker Asset Management's OCCI Position: Q2 2023 in Review

Tucker Asset Management sold out of OFS Credit Co (OCCI) in Q2 2023, closing a stake of 1,298 shares — an estimated $11.9K sold.

Tucker Asset Management first reported a position in OCCI in Q1 2023 and held it in 1 quarter. The position peaked at $11.9K in Q1 2023. 21 funds tracked by Wall St. Rank hold OCCI as of Q2 2023.

  • Tucker Asset Management reported no remaining OFS Credit Co position as of Q2 2023 after selling out during the quarter.
  • Tucker Asset Management sold 1,298 OFS Credit Co shares in Q2 2023, an estimated $11.9K.
  • Tucker Asset Management first reported a position in OFS Credit Co in Q1 2023 and held it in 1 quarter.
  • Tucker Asset Management's OFS Credit Co position peaked at $11.9K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2023.

Based on Tucker Asset Management's 13F filing for Q2 2023, filed 8 Sep 2023.