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Benjamin F. Edwards & Company’s Blue Owl Capital OWL Stock Holding History

Benjamin F. Edwards & Company’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 		$159K Sell
8,940
-130
-1% -$2.38K ﹤0.01% 971
2024
Q1 		$171K Buy
9,070
+7,337
+423% +$123K ﹤0.01% 955
2023
Q4 		$26K Buy
+1,733
New +$23.3K ﹤0.01% 1415

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's OWL Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Blue Owl Capital (OWL) stake by 1.4% in Q2 2024, selling an estimated $2.38K and leaving 8,940 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Benjamin F. Edwards & Company first reported a position in OWL in Q4 2023 and has held it in 3 quarters since. The position peaked at $171K in Q1 2024. 392 funds tracked by Wall St. Rank hold OWL as of Q2 2024.

  • Benjamin F. Edwards & Company held 8,940 shares of Blue Owl Capital worth $159K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 130 Blue Owl Capital shares in Q2 2024, an estimated $2.38K.
  • Blue Owl Capital made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #971 holding.
  • Benjamin F. Edwards & Company first reported a position in Blue Owl Capital in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's Blue Owl Capital position peaked at $171K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.