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Gen-Wealth Partners’s Blue Owl Capital OWL Stock Holding History

Gen-Wealth Partners’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 		– Sell
-4,550
Closed -$85.8K – 680
2024
Q1 		$85.8K Buy
+4,550
New +$76.2K 0.04% 318

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's OWL Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Blue Owl Capital (OWL) in Q2 2024, closing a stake of 4,550 shares — an estimated $85.8K sold.

Gen-Wealth Partners first reported a position in OWL in Q1 2024 and held it in 1 quarter. The position peaked at $85.8K in Q1 2024. 391 funds tracked by Wall St. Rank hold OWL as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Blue Owl Capital position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 4,550 Blue Owl Capital shares in Q2 2024, an estimated $85.8K.
  • Gen-Wealth Partners first reported a position in Blue Owl Capital in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Blue Owl Capital position peaked at $85.8K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.