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TCI Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-48
Closed -$532 – 1603
2023
Q1 		$532 Buy
+48
New +$575 ﹤0.01% 2206

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TCI Wealth Advisors's OWL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Blue Owl Capital (OWL) in Q2 2023, closing a stake of 48 shares — an estimated $532 sold.

TCI Wealth Advisors first reported a position in OWL in Q1 2023 and held it in 1 quarter. The position peaked at $532 in Q1 2023. 245 funds tracked by Wall St. Rank hold OWL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Blue Owl Capital position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 48 Blue Owl Capital shares in Q2 2023, an estimated $532.
  • TCI Wealth Advisors first reported a position in Blue Owl Capital in Q1 2023 and held it in 1 quarter.
  • TCI Wealth Advisors's Blue Owl Capital position peaked at $532 in Q1 2023.
  • 245 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.