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ORG Wealth Partners’s Blue Owl Capital OWL Stock Holding History

ORG 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
Q4 		– Sell
-1,633
Closed -$31.6K – 531
2024
Q3 		$31.6K Buy
+1,633
New +$29.2K 0.01% 286

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

ORG Wealth Partners's OWL Position: Q4 2024 in Review

ORG Wealth Partners sold out of Blue Owl Capital (OWL) in Q4 2024, closing a stake of 1,633 shares — an estimated $31.6K sold.

ORG Wealth Partners first reported a position in OWL in Q3 2024 and held it in 1 quarter. The position peaked at $31.6K in Q3 2024. 450 funds tracked by Wall St. Rank hold OWL as of Q4 2024.

  • ORG Wealth Partners reported no remaining Blue Owl Capital position as of Q4 2024 after selling out during the quarter.
  • ORG Wealth Partners sold 1,633 Blue Owl Capital shares in Q4 2024, an estimated $31.6K.
  • ORG Wealth Partners first reported a position in Blue Owl Capital in Q3 2024 and held it in 1 quarter.
  • ORG Wealth Partners's Blue Owl Capital position peaked at $31.6K in Q3 2024.
  • 450 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.