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Palumbo Wealth Management’s OmniAb OABI Stock Holding History

Palumbo Wealth Management’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,204
Closed -$75.1K – 193
2024
Q4 		$75.1K Sell
21,204
-3,436
-14% -$13.6K 0.03% 169
2024
Q3 		$104K Buy
24,640
+2,744
+13% +$11.9K 0.04% 147
2024
Q2 		$82.1K Buy
21,896
+8,076
+58% +$36.8K 0.03% 142
2024
Q1 		$74.9K Buy
+13,820
New +$79.6K 0.03% 132

Other funds holding OABI

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Palumbo Wealth Management's OABI Position: Q1 2025 in Review

Palumbo Wealth Management sold out of OmniAb (OABI) in Q1 2025, closing a stake of 21,204 shares — an estimated $75.1K sold.

Palumbo Wealth Management first reported a position in OABI in Q1 2024 and held it in 4 quarters. The position peaked at $104K in Q3 2024. 152 funds tracked by Wall St. Rank hold OABI as of Q1 2025.

  • Palumbo Wealth Management reported no remaining OmniAb position as of Q1 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 21,204 OmniAb shares in Q1 2025, an estimated $75.1K.
  • Palumbo Wealth Management first reported a position in OmniAb in Q1 2024 and held it in 4 quarters.
  • Palumbo Wealth Management's OmniAb position peaked at $104K in Q3 2024.
  • 152 funds tracked by Wall St. Rank held OmniAb as of Q1 2025.

Based on Palumbo Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.