Focused Wealth Management’s Blue Owl Capital OWL Stock Holding History

Focused 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
2023 Q4	–	Sell	-70	Closed	-$905	–	1074
2023 Q3	$905	Buy	70 +1	+1%	+$12	﹤0.01%	856
2023 Q2	$804	Buy	69 +1	+1%	+$11	﹤0.01%	904
2023 Q1	$754	Buy	68 +1	+1%	+$12	﹤0.01%	904
2022 Q4	$714	Hold	67	–	–	﹤0.01%	910
2022 Q3	$1K	Buy	67 +1	+2%	+$11	﹤0.01%	879
2022 Q2	$1K	Buy	+66	New	+$791	﹤0.01%	857

Other funds holding OWL

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

ROTUOC

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

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

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

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

Focused Wealth Management's OWL Position: Q4 2023 in Review

Focused Wealth Management sold out of Blue Owl Capital (OWL) in Q4 2023, closing a stake of 70 shares — an estimated $905 sold.

Focused Wealth Management first reported a position in OWL in Q2 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 311 funds tracked by Wall St. Rank hold OWL as of Q4 2023.

Focused Wealth Management reported no remaining Blue Owl Capital position as of Q4 2023 after selling out during the quarter.
Focused Wealth Management sold 70 Blue Owl Capital shares in Q4 2023, an estimated $905.
Focused Wealth Management first reported a position in Blue Owl Capital in Q2 2022 and held it in 6 quarters.
Focused Wealth Management's Blue Owl Capital position peaked at $1K in Q3 2022.
311 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.