Avior Wealth Management’s Xoma XOMA Stock Holding History

Avior Wealth Management’s Portfolio XOMA Stock Details XOMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-501	Closed	-$13.2K	–	2374
2024 Q4	$13.2K	Hold	501	–	–	﹤0.01%	1533
2024 Q3	$13.3K	Hold	501	–	–	﹤0.01%	1468
2024 Q2	$11.9K	Hold	501	–	–	﹤0.01%	1466
2024 Q1	$12K	Hold	501	–	–	﹤0.01%	1795
2023 Q4	$9.27K	Hold	501	–	–	﹤0.01%	1001
2023 Q3	$7.06K	Hold	501	–	–	﹤0.01%	1100
2023 Q2	$9.46K	Hold	501	–	–	﹤0.01%	1035
2023 Q1	$10.6K	Hold	501	–	–	﹤0.01%	1045
2022 Q4	$9.22K	Hold	501	–	–	﹤0.01%	866
2022 Q3	$8K	Hold	501	–	–	﹤0.01%	886
2022 Q2	$11K	Hold	501	–	–	﹤0.01%	763
2022 Q1	$14K	Hold	501	–	–	﹤0.01%	784
2021 Q4	$10K	Hold	501	–	–	﹤0.01%	811
2021 Q3	$12K	Hold	501	–	–	﹤0.01%	747
2021 Q2	$17K	Buy	501 +1	+0.2%	+$33	﹤0.01%	671
2021 Q1	$20K	Hold	500	–	–	﹤0.01%	651
2020 Q4	$22K	Hold	500	–	–	﹤0.01%	607
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	712
2020 Q2	$9K	Buy	+500	New	+$11K	﹤0.01%	685

Other funds holding XOMA

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return

Avior Wealth Management's XOMA Position: Q1 2025 in Review

Avior Wealth Management sold out of Xoma (XOMA) in Q1 2025, closing a stake of 501 shares — an estimated $13.2K sold.

Avior Wealth Management first reported a position in XOMA in Q2 2020 and held it in 19 quarters. The position peaked at $22K in Q4 2020. 64 funds tracked by Wall St. Rank hold XOMA as of Q1 2025.

Avior Wealth Management reported no remaining Xoma position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 501 Xoma shares in Q1 2025, an estimated $13.2K.
Avior Wealth Management first reported a position in Xoma in Q2 2020 and held it in 19 quarters.
Avior Wealth Management's Xoma position peaked at $22K in Q4 2020.
64 funds tracked by Wall St. Rank held Xoma as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.