FWM
XRN

Focused Wealth Management’s Chiron Real Estate Inc XRN Stock Holding History

Focused Wealth Management’s Portfolio XRN Stock Details XRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-128
Closed -$7.12K – 500
2023
Q4 		$7.12K Buy
128
+3
+2% +$145 ﹤0.01% 608
2023
Q3 		$5.63K Buy
125
+2
+2% +$96 ﹤0.01% 630
2023
Q2 		$5.6K Buy
123
+3
+3% +$136 ﹤0.01% 649
2023
Q1 		$5.47K Buy
120
+2
+2% +$101 ﹤0.01% 652
2022
Q4 		$5.57K Buy
118
+4
+4% +$181 ﹤0.01% 624
2022
Q3 		$5K Buy
114
+2
+2% +$110 ﹤0.01% 620
2022
Q2 		$6K Buy
112
+1
+0.9% +$67 ﹤0.01% 582
2022
Q1 		$9K Buy
111
+2
+2% +$164 ﹤0.01% 563
2021
Q4 		$10K Buy
109
+1
+0.9% +$82 ﹤0.01% 587
2021
Q3 		$8K Buy
108
+2
+2% +$152 ﹤0.01% 632
2021
Q2 		$8K Buy
106
+1
+1% +$72 ﹤0.01% 648
2021
Q1 		$7K Buy
105
+2
+2% +$133 ﹤0.01% 660
2020
Q4 		$7K Buy
103
+1
+1% +$69 ﹤0.01% 609
2020
Q3 		$7K Buy
102
+2
+2% +$125 ﹤0.01% 553
2020
Q2 		$6K Hold
100
– – ﹤0.01% 559
2020
Q1 		$5K Hold
100
– – ﹤0.01% 526
2019
Q4 		$7K Hold
100
– – ﹤0.01% 535
2019
Q3 		$6K Hold
100
– – ﹤0.01% 545
2019
Q2 		$5K Hold
100
– – ﹤0.01% 596
2019
Q1 		$5K Hold
100
– – ﹤0.01% 547
2018
Q4 		$4K Hold
100
– – ﹤0.01% 560
2018
Q3 		$5K Hold
100
– – ﹤0.01% 518
2018
Q2 		$4K Hold
100
– – ﹤0.01% 534
2018
Q1 		$3K Hold
100
– – ﹤0.01% 596
2017
Q4 		$4K Hold
100
– – ﹤0.01% 567
2017
Q3 		$4K Hold
100
– – ﹤0.01% 535
2017
Q2 		$4K Buy
+100
New +$4.7K ﹤0.01% 579

Other funds holding XRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Focused Wealth Management's XRN Position: Q1 2024 in Review

Focused Wealth Management sold out of Chiron Real Estate Inc (XRN) in Q1 2024, closing a stake of 128 shares — an estimated $7.12K sold.

Focused Wealth Management first reported a position in XRN in Q2 2017 and held it in 27 quarters. The position peaked at $10K in Q4 2021. 205 funds tracked by Wall St. Rank hold XRN as of Q1 2024.

  • Focused Wealth Management reported no remaining Chiron Real Estate Inc position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 128 Chiron Real Estate Inc shares in Q1 2024, an estimated $7.12K.
  • Focused Wealth Management first reported a position in Chiron Real Estate Inc in Q2 2017 and held it in 27 quarters.
  • Focused Wealth Management's Chiron Real Estate Inc position peaked at $10K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Chiron Real Estate Inc as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.