PFA
OBDC icon

Peak Financial Advisors’s Blue Owl Capital OBDC Stock Holding History

Peak Financial Advisors’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,105
Closed -$208K – 84
2022
Q1 		$208K Buy
14,105
+1,078
+8% +$15.8K 0.18% 74
2021
Q4 		$184K Buy
+13,027
New +$186K 0.14% 74

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EG
Enstar Group Hamilton, Bermuda $217M AUM 12.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Peak Financial Advisors's OBDC Position: Q2 2022 in Review

Peak Financial Advisors sold out of Blue Owl Capital (OBDC) in Q2 2022, closing a stake of 14,105 shares — an estimated $208K sold.

Peak Financial Advisors first reported a position in OBDC in Q4 2021 and held it in 2 quarters. The position peaked at $208K in Q1 2022. 275 funds tracked by Wall St. Rank hold OBDC as of Q2 2022.

  • Peak Financial Advisors reported no remaining Blue Owl Capital position as of Q2 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 14,105 Blue Owl Capital shares in Q2 2022, an estimated $208K.
  • Peak Financial Advisors first reported a position in Blue Owl Capital in Q4 2021 and held it in 2 quarters.
  • Peak Financial Advisors's Blue Owl Capital position peaked at $208K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2022.

Based on Peak Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.