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Glassman Wealth Services’s Chiron Real Estate Inc XRN Stock Holding History

Glassman Wealth Services’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
2023
Q4 		– Sell
-14
Closed -$610 – 2018
2023
Q3 		$610 Hold
14
– – ﹤0.01% 1692
2023
Q2 		$621 Buy
+14
New +$632 ﹤0.01% 1586

Other funds holding XRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Glassman Wealth Services's XRN Position: Q4 2023 in Review

Glassman Wealth Services sold out of Chiron Real Estate Inc (XRN) in Q4 2023, closing a stake of 14 shares — an estimated $610 sold.

Glassman Wealth Services first reported a position in XRN in Q2 2023 and held it in 2 quarters. The position peaked at $621 in Q2 2023. 192 funds tracked by Wall St. Rank hold XRN as of Q4 2023.

  • Glassman Wealth Services reported no remaining Chiron Real Estate Inc position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 14 Chiron Real Estate Inc shares in Q4 2023, an estimated $610.
  • Glassman Wealth Services first reported a position in Chiron Real Estate Inc in Q2 2023 and held it in 2 quarters.
  • Glassman Wealth Services's Chiron Real Estate Inc position peaked at $621 in Q2 2023.
  • 192 funds tracked by Wall St. Rank held Chiron Real Estate Inc as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.