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Buckingham Strategic Wealth’s Palisade Bio PALI Stock Holding History

Buckingham Strategic Wealth’s Portfolio PALI Stock Details PALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-61
Closed -$5K – 653
2022
Q3 		$5K Buy
61
+46
+307% +$9.74K ﹤0.01% 607
2022
Q2 		$4K Buy
+15
New +$7.22K ﹤0.01% 609

Other funds holding PALI

CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Buckingham Strategic Wealth's PALI Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Palisade Bio (PALI) in Q4 2022, closing a stake of 61 shares — an estimated $5K sold.

Buckingham Strategic Wealth first reported a position in PALI in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 11 funds tracked by Wall St. Rank hold PALI as of Q4 2022.

  • Buckingham Strategic Wealth reported no remaining Palisade Bio position as of Q4 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 61 Palisade Bio shares in Q4 2022, an estimated $5K.
  • Buckingham Strategic Wealth first reported a position in Palisade Bio in Q2 2022 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Palisade Bio position peaked at $5K in Q3 2022.
  • 11 funds tracked by Wall St. Rank held Palisade Bio as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.