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WealthPLAN Partners’s Blue Owl Capital OBDC Stock Holding History

WealthPLAN Partners’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-145,997
Closed -$2.11M – 364
2021
Q1 		$2.11M Buy
145,997
+134,974
+1,224% +$1.84M 0.16% 97
2020
Q4 		$148K Buy
+11,023
New +$140K 0.01% 322

Other funds holding OBDC

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
BPM
Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

WealthPLAN Partners's OBDC Position: Q2 2021 in Review

WealthPLAN Partners sold out of Blue Owl Capital (OBDC) in Q2 2021, closing a stake of 145,997 shares — an estimated $2.11M sold.

WealthPLAN Partners first reported a position in OBDC in Q4 2020 and held it in 2 quarters. The position peaked at $2.11M in Q1 2021. 207 funds tracked by Wall St. Rank hold OBDC as of Q2 2021.

  • WealthPLAN Partners reported no remaining Blue Owl Capital position as of Q2 2021 after selling out during the quarter.
  • WealthPLAN Partners sold 145,997 Blue Owl Capital shares in Q2 2021, an estimated $2.11M.
  • WealthPLAN Partners first reported a position in Blue Owl Capital in Q4 2020 and held it in 2 quarters.
  • WealthPLAN Partners's Blue Owl Capital position peaked at $2.11M in Q1 2021.
  • 207 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2021.

Based on WealthPLAN Partners's 13F filing for Q2 2021, filed 19 Aug 2021.