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Gilliland Jeter Wealth Management’s Blue Owl Capital OWL Stock Holding History

Gilliland Jeter 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 		– Sell
-300
Closed -$5.81K – 500
2024
Q3 		$5.81K Buy
+300
New +$5.36K ﹤0.01% 505

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gilliland Jeter Wealth Management's OWL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Blue Owl Capital (OWL) in Q4 2024, closing a stake of 300 shares — an estimated $5.81K sold.

Gilliland Jeter Wealth Management first reported a position in OWL in Q3 2024 and held it in 1 quarter. The position peaked at $5.81K in Q3 2024. 450 funds tracked by Wall St. Rank hold OWL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Blue Owl Capital position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 300 Blue Owl Capital shares in Q4 2024, an estimated $5.81K.
  • Gilliland Jeter Wealth Management first reported a position in Blue Owl Capital in Q3 2024 and held it in 1 quarter.
  • Gilliland Jeter Wealth Management's Blue Owl Capital position peaked at $5.81K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.