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Centric Wealth Management’s X4 Pharmaceuticals XFOR Stock Holding History

Centric 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
2020
Q3 		– Sell
-1,298
Closed -$363K – 162
2020
Q2 		$363K Buy
+1,298
New +$355K 0.19% 96

Other funds holding XFOR

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
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 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
NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return

Centric Wealth Management's XFOR Position: Q3 2020 in Review

Centric Wealth Management sold out of X4 Pharmaceuticals (XFOR) in Q3 2020, closing a stake of 1,298 shares — an estimated $363K sold.

Centric Wealth Management first reported a position in XFOR in Q2 2020 and held it in 1 quarter. The position peaked at $363K in Q2 2020. 53 funds tracked by Wall St. Rank hold XFOR as of Q3 2020.

  • Centric Wealth Management reported no remaining X4 Pharmaceuticals position as of Q3 2020 after selling out during the quarter.
  • Centric Wealth Management sold 1,298 X4 Pharmaceuticals shares in Q3 2020, an estimated $363K.
  • Centric Wealth Management first reported a position in X4 Pharmaceuticals in Q2 2020 and held it in 1 quarter.
  • Centric Wealth Management's X4 Pharmaceuticals position peaked at $363K in Q2 2020.
  • 53 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q3 2020.

Based on Centric Wealth Management's 13F filing for Q3 2020, filed 5 Oct 2020.