WWA
OXLC

Wingate Wealth Advisors’s Oxford Lane Capital OXLC Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-110
Closed -$2.79K – 316
2024
Q4 		$2.79K Buy
+110
New +$2.88K ﹤0.01% 414

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DFG
Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wingate Wealth Advisors's OXLC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Oxford Lane Capital (OXLC) in Q1 2025, closing a stake of 110 shares — an estimated $2.79K sold.

Wingate Wealth Advisors first reported a position in OXLC in Q4 2024 and held it in 1 quarter. The position peaked at $2.79K in Q4 2024. 139 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Oxford Lane Capital position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 110 Oxford Lane Capital shares in Q1 2025, an estimated $2.79K.
  • Wingate Wealth Advisors first reported a position in Oxford Lane Capital in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Oxford Lane Capital position peaked at $2.79K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.