CAAS
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Capital Asset Advisory Services’s X4 Pharmaceuticals XFOR Stock Holding History

Capital Asset Advisory Services’s Portfolio XFOR Stock Details XFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18
Closed -$3K – 1524
2020
Q4 		$3K Buy
+18
New +$3.54K ﹤0.01% 1403

Other funds holding XFOR

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BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIM
Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Capital Asset Advisory Services's XFOR Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of X4 Pharmaceuticals (XFOR) in Q1 2021, closing a stake of 18 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in XFOR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 60 funds tracked by Wall St. Rank hold XFOR as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining X4 Pharmaceuticals position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 18 X4 Pharmaceuticals shares in Q1 2021, an estimated $3K.
  • Capital Asset Advisory Services first reported a position in X4 Pharmaceuticals in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's X4 Pharmaceuticals position peaked at $3K in Q4 2020.
  • 60 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.