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WR Wealth Planners’s Blue Owl Capital OBDC Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.95K Buy
195
+5
+3% +$75 ﹤0.01% 787
2024
Q3 		$2.77K Buy
190
+4
+2% +$60 ﹤0.01% 842
2024
Q2 		$2.85K Buy
186
+4
+2% +$64 ﹤0.01% 815
2024
Q1 		$2.79K Buy
+182
New +$2.74K ﹤0.01% 819

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return

WR Wealth Planners's OBDC Position: Q4 2024 in Review

WR Wealth Planners increased its Blue Owl Capital (OBDC) stake by 2.6% in Q4 2024, buying an estimated $75 and bringing the position to 195 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

WR Wealth Planners first reported a position in OBDC in Q1 2024 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold OBDC as of Q4 2024.

  • WR Wealth Planners held 195 shares of Blue Owl Capital worth $2.95K as of Q4 2024.
  • WR Wealth Planners bought 5 Blue Owl Capital shares in Q4 2024, an estimated $75.
  • Blue Owl Capital made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #787 holding.
  • WR Wealth Planners first reported a position in Blue Owl Capital in Q1 2024 and has held it in 4 quarters since.
  • 410 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.