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Integrated Wealth Concepts’s X4 Pharmaceuticals XFOR Stock Holding History

Integrated Wealth Concepts’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
2025
Q1 		– Sell
-1,000
Closed -$22K – 1839
2024
Q4 		$22K Buy
+1,000
New +$15.9K ﹤0.01% 1705

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
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Integrated Wealth Concepts's XFOR Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of X4 Pharmaceuticals (XFOR) in Q1 2025, closing a stake of 1,000 shares — an estimated $22K sold.

Integrated Wealth Concepts first reported a position in XFOR in Q4 2024 and held it in 1 quarter. The position peaked at $22K in Q4 2024. 93 funds tracked by Wall St. Rank hold XFOR as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining X4 Pharmaceuticals position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,000 X4 Pharmaceuticals shares in Q1 2025, an estimated $22K.
  • Integrated Wealth Concepts first reported a position in X4 Pharmaceuticals in Q4 2024 and held it in 1 quarter.
  • Integrated Wealth Concepts's X4 Pharmaceuticals position peaked at $22K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.