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Optimum Investment Advisors’s Blue Owl Capital OWL Stock Holding History

Optimum Investment Advisors’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
2022
Q1 		– Sell
-100
Closed -$1K – 882
2021
Q4 		$1K Hold
100
– – ﹤0.01% 809
2021
Q3 		$2K Hold
100
– – ﹤0.01% 796
2021
Q2 		$1K Buy
+100
New +$1.13K ﹤0.01% 891

Other funds holding OWL

IC
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 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
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return

Optimum Investment Advisors's OWL Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Blue Owl Capital (OWL) in Q1 2022, closing a stake of 100 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in OWL in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 146 funds tracked by Wall St. Rank hold OWL as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Blue Owl Capital position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Blue Owl Capital shares in Q1 2022, an estimated $1K.
  • Optimum Investment Advisors first reported a position in Blue Owl Capital in Q2 2021 and held it in 3 quarters.
  • Optimum Investment Advisors's Blue Owl Capital position peaked at $2K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.