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Holistic Planning’s X4 Pharmaceuticals XFOR Stock Holding History

Holistic Planning’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
Q3 		– Sell
-460
Closed -$19.2K – 167
2024
Q2 		$19.2K Hold
460
– – 0.01% 116
2024
Q1 		$19.2K Buy
+460
New +$12.8K 0.01% 117

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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 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

Holistic Planning's XFOR Position: Q3 2024 in Review

Holistic Planning sold out of X4 Pharmaceuticals (XFOR) in Q3 2024, closing a stake of 460 shares — an estimated $19.2K sold.

Holistic Planning first reported a position in XFOR in Q1 2024 and held it in 2 quarters. The position peaked at $19.2K in Q2 2024. 97 funds tracked by Wall St. Rank hold XFOR as of Q3 2024.

  • Holistic Planning reported no remaining X4 Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • Holistic Planning sold 460 X4 Pharmaceuticals shares in Q3 2024, an estimated $19.2K.
  • Holistic Planning first reported a position in X4 Pharmaceuticals in Q1 2024 and held it in 2 quarters.
  • Holistic Planning's X4 Pharmaceuticals position peaked at $19.2K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q3 2024.

Based on Holistic Planning's 13F filing for Q3 2024, filed 1 Nov 2024.