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Wealthspire Advisors (Maryland)’s Blue Owl Capital OBDC Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$181K Buy
15,036
+4,916
+49% +$60.2K 0.01% 456
2020
Q2 		$125K Buy
+10,120
New +$125K 0.01% 431

Other funds holding OBDC

ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BPM
Blue Pool Management Causeway Bay, Hong Kong $2.46M AUM 25.18% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
MCAI
Members Capital Advisors Inc Madison, Wisconsin $116M AUM

Wealthspire Advisors (Maryland)'s OBDC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Blue Owl Capital (OBDC) stake by 49% in Q3 2020, buying an estimated $60.2K and bringing the position to 15,036 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #456.

Wealthspire Advisors (Maryland) first reported a position in OBDC in Q2 2020 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold OBDC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 15,036 shares of Blue Owl Capital worth $181K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 4,916 Blue Owl Capital shares in Q3 2020, an estimated $60.2K.
  • Blue Owl Capital made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #456 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Blue Owl Capital in Q2 2020 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.