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

RWA 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
Q3 		– Sell
-73,311
Closed -$1.3M – 576
2024
Q2 		$1.3M Buy
+73,311
New +$1.34M 0.02% 277

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWA Wealth Partners's OWL Position: Q3 2024 in Review

RWA Wealth Partners sold out of Blue Owl Capital (OWL) in Q3 2024, closing a stake of 73,311 shares — an estimated $1.3M sold.

RWA Wealth Partners first reported a position in OWL in Q2 2024 and held it in 1 quarter. The position peaked at $1.3M in Q2 2024. 370 funds tracked by Wall St. Rank hold OWL as of Q3 2024.

  • RWA Wealth Partners reported no remaining Blue Owl Capital position as of Q3 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 73,311 Blue Owl Capital shares in Q3 2024, an estimated $1.3M.
  • RWA Wealth Partners first reported a position in Blue Owl Capital in Q2 2024 and held it in 1 quarter.
  • RWA Wealth Partners's Blue Owl Capital position peaked at $1.3M in Q2 2024.
  • 370 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2024.

Based on RWA Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.