Carson Wealth (CWM LLC)
XFOR icon

Carson Wealth (CWM LLC)’s X4 Pharmaceuticals XFOR Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-2,414
Closed -$5K – 5585
2025
Q2 		$5K Buy
2,414
+2,103
+676% +$8.61K ﹤0.01% 4645
2025
Q1 		$2K Buy
311
+241
+344% +$3.32K ﹤0.01% 4831
2024
Q4 		$2K Sell
70
-351
-83% -$5.59K ﹤0.01% 4629
2024
Q3 		$8K Buy
421
+391
+1,303% +$8.16K ﹤0.01% 3912
2024
Q2 		$1K Buy
+30
New +$981 ﹤0.01% 4520
2024
Q1 		– Hold
0
– – – 4803
2023
Q2 		– Hold
0
– – – 4485
2023
Q1 		– Hold
0
– – – 4368
2022
Q4 		– Hold
0
– – – 4281
2022
Q3 		– Hold
0
– – – 4219

Other funds holding XFOR

BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
SC
Stempoint Capital New York $522M AUM 281.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Carson Wealth (CWM LLC)'s XFOR Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of X4 Pharmaceuticals (XFOR) in Q3 2025, closing a stake of 2,414 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in XFOR in Q2 2024 and held it in 5 quarters. The position peaked at $8K in Q3 2024. 42 funds tracked by Wall St. Rank hold XFOR as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining X4 Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,414 X4 Pharmaceuticals shares in Q3 2025, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in X4 Pharmaceuticals in Q2 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s X4 Pharmaceuticals position peaked at $8K in Q3 2024.
  • 42 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.