SkyOak Wealth’s Owlet OWLT Stock Holding History

SkyOak Wealth’s Portfolio OWLT Stock Details OWLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,107	Closed	-$38.6K	–	256
2023 Q2	$38.6K	Sell	8,107 -2,288	-22%	-$9.41K	0.01%	235
2023 Q1	$47.2K	Buy	10,395 +4,513	+77%	+$26.8K	0.01%	242
2022 Q4	$46K	Sell	5,882 -1,638	-22%	-$20.4K	0.02%	218
2022 Q3	$113K	Sell	7,520 -37	-0.5%	-$912	0.04%	203
2022 Q2	$180K	Sell	7,557 -3,009	-28%	-$149K	0.06%	198
2022 Q1	$658K	Buy	10,566 +7,399	+234%	+$255K	0.18%	107
2021 Q4	$118K	Buy	+3,167	New	+$169K	0.03%	239

Other funds holding OWLT

Eclipse Ventures Palo Alto, California $39.6M AUM

Pelion Inc Salt Lake City, Utah $36.3M AUM 3.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Anqa Management Sag Harbor, New York $66.5M AUM 36.45% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

SkyOak Wealth's OWLT Position: Q3 2023 in Review

SkyOak Wealth sold out of Owlet (OWLT) in Q3 2023, closing a stake of 8,107 shares — an estimated $38.6K sold.

SkyOak Wealth first reported a position in OWLT in Q4 2021 and held it in 7 quarters. The position peaked at $658K in Q1 2022. 31 funds tracked by Wall St. Rank hold OWLT as of Q3 2023.

SkyOak Wealth reported no remaining Owlet position as of Q3 2023 after selling out during the quarter.
SkyOak Wealth sold 8,107 Owlet shares in Q3 2023, an estimated $38.6K.
SkyOak Wealth first reported a position in Owlet in Q4 2021 and held it in 7 quarters.
SkyOak Wealth's Owlet position peaked at $658K in Q1 2022.
31 funds tracked by Wall St. Rank held Owlet as of Q3 2023.

Based on SkyOak Wealth's 13F filing for Q3 2023, filed 24 Oct 2023.