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Simplicity Wealth’s OmniAb OABI Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-42,160
Closed -$158K – 978
2024
Q2 		$158K Buy
42,160
+7,976
+23% +$36.3K ﹤0.01% 1136
2024
Q1 		$185K Buy
+34,184
New +$197K ﹤0.01% 1078

Other funds holding OABI

ACH
Avista Capital Holdings New York $68.4M AUM 23% 1-Year Est. Return
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
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplicity Wealth's OABI Position: Q3 2024 in Review

Simplicity Wealth sold out of OmniAb (OABI) in Q3 2024, closing a stake of 42,160 shares — an estimated $158K sold.

Simplicity Wealth first reported a position in OABI in Q1 2024 and held it in 2 quarters. The position peaked at $185K in Q1 2024. 165 funds tracked by Wall St. Rank hold OABI as of Q3 2024.

  • Simplicity Wealth reported no remaining OmniAb position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 42,160 OmniAb shares in Q3 2024, an estimated $158K.
  • Simplicity Wealth first reported a position in OmniAb in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's OmniAb position peaked at $185K in Q1 2024.
  • 165 funds tracked by Wall St. Rank held OmniAb as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.