WIM
OABI icon

WealthPlan Investment Management’s OmniAb OABI Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-562
Closed -$2.07K – 435
2023
Q1 		$2.07K Buy
+562
New +$2.12K ﹤0.01% 394

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

WealthPlan Investment Management's OABI Position: Q2 2023 in Review

WealthPlan Investment Management sold out of OmniAb (OABI) in Q2 2023, closing a stake of 562 shares — an estimated $2.07K sold.

WealthPlan Investment Management first reported a position in OABI in Q1 2023 and held it in 1 quarter. The position peaked at $2.07K in Q1 2023. 144 funds tracked by Wall St. Rank hold OABI as of Q2 2023.

  • WealthPlan Investment Management reported no remaining OmniAb position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 562 OmniAb shares in Q2 2023, an estimated $2.07K.
  • WealthPlan Investment Management first reported a position in OmniAb in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's OmniAb position peaked at $2.07K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held OmniAb as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.