True Wealth Design’s Owlet OWLT Stock Holding History

True Wealth Design’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 Q2	–	Sell	-71	Closed	-$325	–	850
2023 Q1	$325	Hold	71	–	–	﹤0.01%	634
2022 Q4	$559	Buy	+71	New	+$883	﹤0.01%	433

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

True Wealth Design's OWLT Position: Q2 2023 in Review

True Wealth Design sold out of Owlet (OWLT) in Q2 2023, closing a stake of 71 shares — an estimated $325 sold.

True Wealth Design first reported a position in OWLT in Q4 2022 and held it in 2 quarters. The position peaked at $559 in Q4 2022. 46 funds tracked by Wall St. Rank hold OWLT as of Q2 2023.

True Wealth Design reported no remaining Owlet position as of Q2 2023 after selling out during the quarter.
True Wealth Design sold 71 Owlet shares in Q2 2023, an estimated $325.
True Wealth Design first reported a position in Owlet in Q4 2022 and held it in 2 quarters.
True Wealth Design's Owlet position peaked at $559 in Q4 2022.
46 funds tracked by Wall St. Rank held Owlet as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.