Avantax Planning Partners’s Xilio Therapeutics XLO Stock Holding History

Avantax Planning Partners’s Portfolio XLO Stock Details XLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,167	Closed	-$96.8K	–	462
2025 Q2	$96.8K	Sell	10,167 -576	-5%	-$6.08K	﹤0.01%	440
2025 Q1	$109K	Buy	+10,743	New	+$135K	﹤0.01%	423
2024 Q4	–	Sell	-1,463	Closed	-$16.1K	–	455
2024 Q3	$16.1K	Sell	1,463 -323	-18%	-$3.96K	﹤0.01%	443
2024 Q2	$23.7K	Buy	+1,786	New	+$28K	﹤0.01%	468

Other funds holding XLO

Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return

TPC

Takeda Pharmaceutical Company Tokyo, Japan $16.4M AUM 195.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIIC

AJU IB Investment Company Seoul, South Korea $30.5M AUM 128.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Avantax Planning Partners's XLO Position: Q3 2025 in Review

Avantax Planning Partners sold out of Xilio Therapeutics (XLO) in Q3 2025, closing a stake of 10,167 shares — an estimated $96.8K sold.

Avantax Planning Partners first reported a position in XLO in Q2 2024 and held it in 4 quarters. The position peaked at $109K in Q1 2025. 36 funds tracked by Wall St. Rank hold XLO as of Q3 2025.

Avantax Planning Partners reported no remaining Xilio Therapeutics position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 10,167 Xilio Therapeutics shares in Q3 2025, an estimated $96.8K.
Avantax Planning Partners first reported a position in Xilio Therapeutics in Q2 2024 and held it in 4 quarters.
Avantax Planning Partners's Xilio Therapeutics position peaked at $109K in Q1 2025.
36 funds tracked by Wall St. Rank held Xilio Therapeutics as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.