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Choreo LLC’s FundX ETF XCOR Stock Holding History

Choreo LLC’s Portfolio XCOR Stock Details XCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,140
Closed -$809K – 485
2022
Q4 		$809K Buy
+16,140
New +$807K 0.04% 112

Other funds holding XCOR

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Choreo LLC's XCOR Position: Q1 2023 in Review

Choreo LLC sold out of FundX ETF (XCOR) in Q1 2023, closing a stake of 16,140 shares — an estimated $809K sold.

Choreo LLC first reported a position in XCOR in Q4 2022 and held it in 1 quarter. The position peaked at $809K in Q4 2022. 8 funds tracked by Wall St. Rank hold XCOR as of Q1 2023.

  • Choreo LLC reported no remaining FundX ETF position as of Q1 2023 after selling out during the quarter.
  • Choreo LLC sold 16,140 FundX ETF shares in Q1 2023, an estimated $809K.
  • Choreo LLC first reported a position in FundX ETF in Q4 2022 and held it in 1 quarter.
  • Choreo LLC's FundX ETF position peaked at $809K in Q4 2022.
  • 8 funds tracked by Wall St. Rank held FundX ETF as of Q1 2023.

Based on Choreo LLC's 13F filing for Q1 2023, filed 15 May 2023.