GWM
XOMA

Geneos Wealth Management’s Xoma XOMA Stock Holding History

Geneos 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
2022
Q1 		– Sell
-957
Closed -$19K – 3012
2021
Q4 		$19K Sell
957
-100
-9% -$2.34K ﹤0.01% 1916
2021
Q3 		$25K Buy
+1,057
New +$31.1K ﹤0.01% 1811

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Geneos Wealth Management's XOMA Position: Q1 2022 in Review

Geneos Wealth Management sold out of Xoma (XOMA) in Q1 2022, closing a stake of 957 shares — an estimated $19K sold.

Geneos Wealth Management first reported a position in XOMA in Q3 2021 and held it in 2 quarters. The position peaked at $25K in Q3 2021. 54 funds tracked by Wall St. Rank hold XOMA as of Q1 2022.

  • Geneos Wealth Management reported no remaining Xoma position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 957 Xoma shares in Q1 2022, an estimated $19K.
  • Geneos Wealth Management first reported a position in Xoma in Q3 2021 and held it in 2 quarters.
  • Geneos Wealth Management's Xoma position peaked at $25K in Q3 2021.
  • 54 funds tracked by Wall St. Rank held Xoma as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.