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Advisor OS’s Blue Owl Capital OWL Stock Holding History

Advisor OS’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-72,681
Closed -$1.37M – 406
2024
Q1 		$1.37M Sell
72,681
-47,556
-40% -$797K 0.16% 117
2023
Q4 		$1.79M Sell
120,237
-11,909
-9% -$160K 0.23% 76
2023
Q3 		$1.71M Buy
132,146
+70,672
+115% +$843K 0.26% 78
2023
Q2 		$716K Buy
+61,474
New +$662K 0.12% 169

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's OWL Position: Q2 2024 in Review

Advisor OS sold out of Blue Owl Capital (OWL) in Q2 2024, closing a stake of 72,681 shares — an estimated $1.37M sold.

Advisor OS first reported a position in OWL in Q2 2023 and held it in 4 quarters. The position peaked at $1.79M in Q4 2023. 391 funds tracked by Wall St. Rank hold OWL as of Q2 2024.

  • Advisor OS reported no remaining Blue Owl Capital position as of Q2 2024 after selling out during the quarter.
  • Advisor OS sold 72,681 Blue Owl Capital shares in Q2 2024, an estimated $1.37M.
  • Advisor OS first reported a position in Blue Owl Capital in Q2 2023 and held it in 4 quarters.
  • Advisor OS's Blue Owl Capital position peaked at $1.79M in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2024.

Based on Advisor OS's 13F filing for Q2 2024, filed 5 Aug 2024.