EWM
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Evermay Wealth Management’s Palisade Bio PALI Stock Holding History

Evermay Wealth Management’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 		– Hold
0
– – – 583
2022
Q3 		– Hold
0
– – – 543
2022
Q2 		– Hold
0
– – – 556
2022
Q1 		– Sell
-5
Closed -$4.04K – 564
2021
Q4 		$5K Buy
5
+3
+150% +$5.24K ﹤0.01% 451
2021
Q3 		$5K Hold
2
– – ﹤0.01% 420
2021
Q2 		$7K Hold
2
– – ﹤0.01% 431
2021
Q1 		$17K Buy
+2
New +$13.5K ﹤0.01% 174

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

Evermay Wealth Management's PALI Position: Q4 2022 in Review

Evermay Wealth Management held its Palisade Bio (PALI) position steady in Q4 2022 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Evermay Wealth Management first reported a position in PALI in Q1 2021 and has held it in 4 quarters since. The position peaked at $17K in Q1 2021. 11 funds tracked by Wall St. Rank hold PALI as of Q4 2022.

  • Evermay Wealth Management held 0 shares of Palisade Bio worth $0 as of Q4 2022.
  • Evermay Wealth Management left its Palisade Bio share count unchanged in Q4 2022.
  • Palisade Bio made up ﹤0.01% of Evermay Wealth Management's portfolio in Q4 2022, its #583 holding.
  • Evermay Wealth Management first reported a position in Palisade Bio in Q1 2021 and has held it in 4 quarters since.
  • Evermay Wealth Management's Palisade Bio position peaked at $17K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held Palisade Bio as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.