WWM
OXLC

Western Wealth Management’s Oxford Lane Capital OXLC Stock Holding History

Western Wealth Management’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
2024
Q4 		– Sell
-2,147
Closed -$56.3K – 728
2024
Q3 		$56.3K Buy
+2,147
New +$57.9K ﹤0.01% 739
2023
Q2 		– Sell
-10,816
Closed -$283K – 666
2023
Q1 		$283K Sell
10,816
-864
-7% -$24.1K 0.03% 514
2022
Q4 		$296K Sell
11,680
-10,418
-47% -$269K 0.03% 467
2022
Q3 		$596K Sell
22,098
-1,028
-4% -$31K 0.03% 431
2022
Q2 		$700K Sell
23,126
-1,111
-5% -$36.4K 0.04% 384
2022
Q1 		$877K Buy
+24,237
New +$932K 0.04% 361

Other funds holding OXLC

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $514M AUM 18.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Western Wealth Management's OXLC Position: Q4 2024 in Review

Western Wealth Management sold out of Oxford Lane Capital (OXLC) in Q4 2024, closing a stake of 2,147 shares — an estimated $56.3K sold.

Western Wealth Management first reported a position in OXLC in Q1 2022 and held it in 6 quarters. The position peaked at $877K in Q1 2022. 149 funds tracked by Wall St. Rank hold OXLC as of Q4 2024.

  • Western Wealth Management reported no remaining Oxford Lane Capital position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 2,147 Oxford Lane Capital shares in Q4 2024, an estimated $56.3K.
  • Western Wealth Management first reported a position in Oxford Lane Capital in Q1 2022 and held it in 6 quarters.
  • Western Wealth Management's Oxford Lane Capital position peaked at $877K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.