BDO Wealth Advisors’s Blue Owl Capital OBDC Stock Holding History

BDO Wealth Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$70K	Buy	5,213 +59	+1%	+$771	0.01%	381
2023 Q1	$65K	Buy	5,154 +56	+1%	+$721	0.01%	378
2022 Q4	$58.9K	Sell	5,098 -826	-14%	-$9.9K	0.01%	389
2022 Q3	$61K	Buy	5,924 +61	+1%	+$776	0.01%	381
2022 Q2	$72K	Sell	5,863 -140	-2%	-$1.92K	0.01%	366
2022 Q1	$89K	Buy	6,003 +2,803	+88%	+$41.1K	0.01%	352
2021 Q4	$45K	Hold	3,200	–	–	﹤0.01%	462
2021 Q3	$45K	Hold	3,200	–	–	0.01%	461
2021 Q2	$46K	Hold	3,200	–	–	0.01%	475
2021 Q1	$44K	Hold	3,200	–	–	0.01%	472
2020 Q4	$41K	Sell	3,200 -6,000	-65%	-$76K	0.01%	377
2020 Q3	$111K	Sell	9,200 -8,030	-47%	-$98.4K	0.02%	264
2020 Q2	$212K	Buy	17,230 +3,905	+29%	+$48.2K	0.04%	210
2020 Q1	$154K	Buy	+13,325	New	+$195K	0.03%	226

Other funds holding OBDC

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

SONJCPFE

State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RWJF

Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return

TCA

Transcend Capital Advisors Madison, New Jersey $1.25B AUM 17.69% 1-Year Est. Return

BDO Wealth Advisors's OBDC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Blue Owl Capital (OBDC) stake by 1.1% in Q2 2023, buying an estimated $771 and bringing the position to 5,213 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #381.

BDO Wealth Advisors first reported a position in OBDC in Q1 2020 and has held it in 14 quarters since. The position peaked at $212K in Q2 2020. 306 funds tracked by Wall St. Rank hold OBDC as of Q2 2023.

BDO Wealth Advisors held 5,213 shares of Blue Owl Capital worth $70K as of Q2 2023.
BDO Wealth Advisors bought 59 Blue Owl Capital shares in Q2 2023, an estimated $771.
Blue Owl Capital made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #381 holding.
BDO Wealth Advisors first reported a position in Blue Owl Capital in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Blue Owl Capital position peaked at $212K in Q2 2020.
306 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.