BWL
XOMA

Bogart Wealth LLC’s Xoma XOMA Stock Holding History

Bogart Wealth LLC’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
2022
Q4 		– Sell
-50
Closed -$1K – 1211
2022
Q3 		$1K Buy
+50
New +$1.03K ﹤0.01% 962

Other funds holding XOMA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
TA
TLS Advisors Miami, Florida $42.1M AUM 25.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's XOMA Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Xoma (XOMA) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in XOMA in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 49 funds tracked by Wall St. Rank hold XOMA as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Xoma position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 50 Xoma shares in Q4 2022, an estimated $1K.
  • Bogart Wealth LLC first reported a position in Xoma in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's Xoma position peaked at $1K in Q3 2022.
  • 49 funds tracked by Wall St. Rank held Xoma as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.