PWM
OPTN

Palumbo Wealth Management’s OptiNose OPTN Stock Holding History

Palumbo Wealth Management’s Portfolio OPTN Stock Details OPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,225
Closed -$52.5K – 183
2024
Q3 		$52.5K Sell
5,225
-3,810
-42% -$55.6K 0.02% 155
2024
Q2 		$141K Buy
9,035
+1,100
+14% +$18.4K 0.06% 135
2024
Q1 		$174K Buy
7,935
+6,204
+358% +$138K 0.08% 124
2023
Q4 		$33.5K Buy
+1,731
New +$31.6K 0.02% 121

Other funds holding OPTN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
MP
MVM Partners Boston, Massachusetts $10.8M AUM 61.97% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return

Palumbo Wealth Management's OPTN Position: Q4 2024 in Review

Palumbo Wealth Management sold out of OptiNose (OPTN) in Q4 2024, closing a stake of 5,225 shares — an estimated $52.5K sold.

Palumbo Wealth Management first reported a position in OPTN in Q4 2023 and held it in 4 quarters. The position peaked at $174K in Q1 2024. 40 funds tracked by Wall St. Rank hold OPTN as of Q4 2024.

  • Palumbo Wealth Management reported no remaining OptiNose position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 5,225 OptiNose shares in Q4 2024, an estimated $52.5K.
  • Palumbo Wealth Management first reported a position in OptiNose in Q4 2023 and held it in 4 quarters.
  • Palumbo Wealth Management's OptiNose position peaked at $174K in Q1 2024.
  • 40 funds tracked by Wall St. Rank held OptiNose as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.