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WealthShield Partners’s Blue Owl Capital OWL Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-1,000
Closed -$13K – 572
2021
Q2 		$13K Buy
+1,000
New +$11.3K ﹤0.01% 722

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IC
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BU
Brown University Providence, Rhode Island $102M AUM 26.79% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WealthShield Partners's OWL Position: Q3 2021 in Review

WealthShield Partners sold out of Blue Owl Capital (OWL) in Q3 2021, closing a stake of 1,000 shares — an estimated $13K sold.

WealthShield Partners first reported a position in OWL in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 79 funds tracked by Wall St. Rank hold OWL as of Q3 2021.

  • WealthShield Partners reported no remaining Blue Owl Capital position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,000 Blue Owl Capital shares in Q3 2021, an estimated $13K.
  • WealthShield Partners first reported a position in Blue Owl Capital in Q2 2021 and held it in 1 quarter.
  • WealthShield Partners's Blue Owl Capital position peaked at $13K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.