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Cassady Schiller Wealth Management’s X4 Pharmaceuticals XFOR Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$14.7K Hold
667
– – 0.01% 312
2024
Q3 		$13.4K Hold
667
– – ﹤0.01% 305
2024
Q2 		$11.6K Hold
667
– – ﹤0.01% 308
2024
Q1 		$27.8K Buy
+667
New +$18.6K 0.01% 258

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
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
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassady Schiller Wealth Management's XFOR Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its X4 Pharmaceuticals (XFOR) position steady in Q4 2024 at 667 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #312.

Cassady Schiller Wealth Management first reported a position in XFOR in Q1 2024 and has held it in 4 quarters since. The position peaked at $27.8K in Q1 2024. 89 funds tracked by Wall St. Rank hold XFOR as of Q4 2024.

  • Cassady Schiller Wealth Management held 667 shares of X4 Pharmaceuticals worth $14.7K as of Q4 2024.
  • Cassady Schiller Wealth Management left its X4 Pharmaceuticals share count unchanged in Q4 2024.
  • X4 Pharmaceuticals made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #312 holding.
  • Cassady Schiller Wealth Management first reported a position in X4 Pharmaceuticals in Q1 2024 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's X4 Pharmaceuticals position peaked at $27.8K in Q1 2024.
  • 89 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.