WHCFA
OXLC

William Howard & Co Financial Advisors’s Oxford Lane Capital OXLC Stock Holding History

William Howard & Co Financial Advisors’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
-3,298
Closed -$86K – 55
2024
Q3 		$86K Buy
+3,298
New +$89K 0.07% 56

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 $798M AUM 25.52% 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

William Howard & Co Financial Advisors's OXLC Position: Q4 2024 in Review

William Howard & Co Financial Advisors sold out of Oxford Lane Capital (OXLC) in Q4 2024, closing a stake of 3,298 shares — an estimated $86K sold.

William Howard & Co Financial Advisors first reported a position in OXLC in Q3 2024 and held it in 1 quarter. The position peaked at $86K in Q3 2024. 149 funds tracked by Wall St. Rank hold OXLC as of Q4 2024.

  • William Howard & Co Financial Advisors reported no remaining Oxford Lane Capital position as of Q4 2024 after selling out during the quarter.
  • William Howard & Co Financial Advisors sold 3,298 Oxford Lane Capital shares in Q4 2024, an estimated $86K.
  • William Howard & Co Financial Advisors first reported a position in Oxford Lane Capital in Q3 2024 and held it in 1 quarter.
  • William Howard & Co Financial Advisors's Oxford Lane Capital position peaked at $86K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q4 2024.

Based on William Howard & Co Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.