WWMSC
OXLC

Wagner Wealth Management (South Carolina)’s Oxford Lane Capital OXLC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q1 		– Sell
-400
Closed -$15K – 523
2021
Q4 		$15K Hold
400
– – 0.01% 439
2021
Q3 		$16K Hold
400
– – 0.01% 405
2021
Q2 		$15K Hold
400
– – 0.01% 430
2021
Q1 		$13K Buy
+400
New +$12.7K 0.01% 429
2018
Q3 		$15K Hold
280
– – 0.01% 379
2018
Q2 		$15K Hold
280
– – 0.01% 346
2018
Q1 		$14K Buy
+280
New +$14.2K 0.01% 328

Other funds holding OXLC

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s OXLC Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Oxford Lane Capital (OXLC) in Q1 2022, closing a stake of 400 shares — an estimated $15K sold.

Wagner Wealth Management (South Carolina) first reported a position in OXLC in Q1 2018 and held it in 7 quarters. The position peaked at $16K in Q3 2021. 75 funds tracked by Wall St. Rank hold OXLC as of Q1 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Oxford Lane Capital position as of Q1 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 400 Oxford Lane Capital shares in Q1 2022, an estimated $15K.
  • Wagner Wealth Management (South Carolina) first reported a position in Oxford Lane Capital in Q1 2018 and held it in 7 quarters.
  • Wagner Wealth Management (South Carolina)'s Oxford Lane Capital position peaked at $16K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.