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WealthPLAN Partners’s Oaktree Specialty Lending OCSL Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-10,000
Closed -$188K – 1357
2023
Q1 		$188K Buy
10,000
+6,667
+200% +$133K 0.02% 315
2022
Q4 		$202K Buy
+3,333
New +$67.1K 0.01% 375

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
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
LSV Asset Management
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
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return

WealthPLAN Partners's OCSL Position: Q2 2023 in Review

WealthPLAN Partners sold out of Oaktree Specialty Lending (OCSL) in Q2 2023, closing a stake of 10,000 shares — an estimated $188K sold.

WealthPLAN Partners first reported a position in OCSL in Q4 2022 and held it in 2 quarters. The position peaked at $202K in Q4 2022. 183 funds tracked by Wall St. Rank hold OCSL as of Q2 2023.

  • WealthPLAN Partners reported no remaining Oaktree Specialty Lending position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 10,000 Oaktree Specialty Lending shares in Q2 2023, an estimated $188K.
  • WealthPLAN Partners first reported a position in Oaktree Specialty Lending in Q4 2022 and held it in 2 quarters.
  • WealthPLAN Partners's Oaktree Specialty Lending position peaked at $202K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.