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AJ Wealth Strategies’s Blue Owl Capital OWL Stock Holding History

AJ Wealth Strategies’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
2022
Q2 		– Sell
-10,089
Closed -$128K – 330
2022
Q1 		$128K Buy
+10,089
New +$128K 0.01% 306

Other funds holding OWL

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BPM
Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AJ Wealth Strategies's OWL Position: Q2 2022 in Review

AJ Wealth Strategies sold out of Blue Owl Capital (OWL) in Q2 2022, closing a stake of 10,089 shares — an estimated $128K sold.

AJ Wealth Strategies first reported a position in OWL in Q1 2022 and held it in 1 quarter. The position peaked at $128K in Q1 2022. 172 funds tracked by Wall St. Rank hold OWL as of Q2 2022.

  • AJ Wealth Strategies reported no remaining Blue Owl Capital position as of Q2 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 10,089 Blue Owl Capital shares in Q2 2022, an estimated $128K.
  • AJ Wealth Strategies first reported a position in Blue Owl Capital in Q1 2022 and held it in 1 quarter.
  • AJ Wealth Strategies's Blue Owl Capital position peaked at $128K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.