Olistico Wealth’s Blue Owl Capital OWL Stock Holding History

Olistico Wealth’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 Q1	–	Sell	-56,827	Closed	-$602K	–	105
2022 Q4	$602K	Buy	+56,827	New	+$600K	0.65%	45

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

BPM

Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 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

ROTUOC

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

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

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

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Olistico Wealth's OWL Position: Q1 2023 in Review

Olistico Wealth sold out of Blue Owl Capital (OWL) in Q1 2023, closing a stake of 56,827 shares — an estimated $602K sold.

Olistico Wealth first reported a position in OWL in Q4 2022 and held it in 1 quarter. The position peaked at $602K in Q4 2022. 230 funds tracked by Wall St. Rank hold OWL as of Q1 2023.

Olistico Wealth reported no remaining Blue Owl Capital position as of Q1 2023 after selling out during the quarter.
Olistico Wealth sold 56,827 Blue Owl Capital shares in Q1 2023, an estimated $602K.
Olistico Wealth first reported a position in Blue Owl Capital in Q4 2022 and held it in 1 quarter.
Olistico Wealth's Blue Owl Capital position peaked at $602K in Q4 2022.
230 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2023.

Based on Olistico Wealth's 13F filing for Q1 2023, filed 11 May 2023.