DWM
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Drive Wealth Management’s Owlet OWLT Stock Holding History

Drive Wealth Management’s Portfolio OWLT Stock Details OWLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,002
Closed -$79.2K – 337
2023
Q4 		$79.2K Buy
15,002
+834
+6% +$4.09K 0.03% 301
2023
Q3 		$63.5K Sell
14,168
-2
-0% -$8 0.02% 272
2023
Q2 		$67.5K Buy
14,170
+2,200
+18% +$9.05K 0.03% 277
2023
Q1 		$54.4K Buy
+11,970
New +$71K 0.02% 286

Other funds holding OWLT

EV
Eclipse Ventures Palo Alto, California $39.6M AUM
PI
Pelion Inc Salt Lake City, Utah $36.3M AUM 3.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Drive Wealth Management's OWLT Position: Q1 2024 in Review

Drive Wealth Management sold out of Owlet (OWLT) in Q1 2024, closing a stake of 15,002 shares — an estimated $79.2K sold.

Drive Wealth Management first reported a position in OWLT in Q1 2023 and held it in 4 quarters. The position peaked at $79.2K in Q4 2023. 23 funds tracked by Wall St. Rank hold OWLT as of Q1 2024.

  • Drive Wealth Management reported no remaining Owlet position as of Q1 2024 after selling out during the quarter.
  • Drive Wealth Management sold 15,002 Owlet shares in Q1 2024, an estimated $79.2K.
  • Drive Wealth Management first reported a position in Owlet in Q1 2023 and held it in 4 quarters.
  • Drive Wealth Management's Owlet position peaked at $79.2K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Owlet as of Q1 2024.

Based on Drive Wealth Management's 13F filing for Q1 2024, filed 22 Apr 2024.