Tilia Fiduciary Partners’s Owlet OWLT Stock Holding History

Tilia Fiduciary Partners’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	-132	Closed	-$629	–	355
2023 Q2	$629	Sell	132 -286	-68%	-$1.18K	﹤0.01%	504
2023 Q1	$1.9K	Hold	418	–	–	﹤0.01%	467
2022 Q4	$3.27K	Hold	418	–	–	﹤0.01%	442
2022 Q3	$6K	Hold	418	–	–	0.01%	414
2022 Q2	$10K	Hold	418	–	–	0.01%	383
2022 Q1	$26K	Hold	418	–	–	0.02%	281
2021 Q4	$16K	Buy	+418	New	+$22.3K	0.01%	369

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

Tilia Fiduciary Partners's OWLT Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Owlet (OWLT) in Q3 2023, closing a stake of 132 shares — an estimated $629 sold.

Tilia Fiduciary Partners first reported a position in OWLT in Q4 2021 and held it in 7 quarters. The position peaked at $26K in Q1 2022. 31 funds tracked by Wall St. Rank hold OWLT as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Owlet position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 132 Owlet shares in Q3 2023, an estimated $629.
Tilia Fiduciary Partners first reported a position in Owlet in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Owlet position peaked at $26K in Q1 2022.
31 funds tracked by Wall St. Rank held Owlet as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.