OCM
BOLD

Ovata Capital Management’s Boundless Bio BOLD Stock Holding History

Ovata Capital Management’s Portfolio BOLD Stock Details BOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,000
Closed -$86.8K – 41
2024
Q3 		$86.8K Hold
25,000
– – 0.04% 31
2024
Q2 		$96.8K Buy
25,000
+5,000
+25% +$47.8K 0.05% 36
2024
Q1 		$285K Buy
+20,000
New +$285K 0.15% 34

Other funds holding BOLD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Ovata Capital Management's BOLD Position: Q4 2024 in Review

Ovata Capital Management sold out of Boundless Bio (BOLD) in Q4 2024, closing a stake of 25,000 shares — an estimated $86.8K sold.

Ovata Capital Management first reported a position in BOLD in Q1 2024 and held it in 3 quarters. The position peaked at $285K in Q1 2024. 55 funds tracked by Wall St. Rank hold BOLD as of Q4 2024.

  • Ovata Capital Management reported no remaining Boundless Bio position as of Q4 2024 after selling out during the quarter.
  • Ovata Capital Management sold 25,000 Boundless Bio shares in Q4 2024, an estimated $86.8K.
  • Ovata Capital Management first reported a position in Boundless Bio in Q1 2024 and held it in 3 quarters.
  • Ovata Capital Management's Boundless Bio position peaked at $285K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held Boundless Bio as of Q4 2024.

Based on Ovata Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.