Cassady Schiller Wealth Management’s Blue Owl Capital OWL Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$1.3K	Buy	+56	New	+$1.28K	﹤0.01%	711

Other funds holding OWL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cassady Schiller Wealth Management's OWL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Blue Owl Capital (OWL) in Q4 2024: 56 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings.

450 funds tracked by Wall St. Rank hold OWL as of Q4 2024.

Cassady Schiller Wealth Management held 56 shares of Blue Owl Capital worth $1.3K as of Q4 2024.
Blue Owl Capital was a new Cassady Schiller Wealth Management position in Q4 2024.
Blue Owl Capital made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #711 holding.
450 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.