CWM
XOMA

CarsonAllaria Wealth Management’s Xoma XOMA Stock Holding History

CarsonAllaria 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
2023
Q3 		– Sell
-420
Closed -$7.93K – 411
2023
Q2 		$7.93K Hold
420
– – 0.01% 238
2023
Q1 		$8.87K Hold
420
– – 0.01% 223
2022
Q4 		$8K Sell
420
-45
-10% -$818 0.01% 211
2022
Q3 		$8K Hold
465
– – 0.01% 207
2022
Q2 		$10K Hold
465
– – 0.01% 191
2022
Q1 		$13K Hold
465
– – 0.01% 183
2021
Q4 		$10K Buy
+465
New +$10.9K 0.01% 208

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
TLS Advisors Miami, Florida $42.1M AUM 25.99% 1-Year Est. Return

CarsonAllaria Wealth Management's XOMA Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Xoma (XOMA) in Q3 2023, closing a stake of 420 shares — an estimated $7.93K sold.

CarsonAllaria Wealth Management first reported a position in XOMA in Q4 2021 and held it in 7 quarters. The position peaked at $13K in Q1 2022. 52 funds tracked by Wall St. Rank hold XOMA as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Xoma position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 420 Xoma shares in Q3 2023, an estimated $7.93K.
  • CarsonAllaria Wealth Management first reported a position in Xoma in Q4 2021 and held it in 7 quarters.
  • CarsonAllaria Wealth Management's Xoma position peaked at $13K in Q1 2022.
  • 52 funds tracked by Wall St. Rank held Xoma as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.