LGT Financial Advisors’s Xencor XNCR Stock Holding History

LGT Financial Advisors’s Portfolio XNCR Stock Details XNCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-222	Closed	-$5.1K	–	739
2024 Q4	$5.1K	Hold	222	–	–	0.01%	545
2024 Q3	$4.46K	Buy	+222	New	+$4.17K	0.01%	554

Other funds holding XNCR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LGT Financial Advisors's XNCR Position: Q1 2025 in Review

LGT Financial Advisors sold out of Xencor (XNCR) in Q1 2025, closing a stake of 222 shares — an estimated $5.1K sold.

LGT Financial Advisors first reported a position in XNCR in Q3 2024 and held it in 2 quarters. The position peaked at $5.1K in Q4 2024. 202 funds tracked by Wall St. Rank hold XNCR as of Q1 2025.

LGT Financial Advisors reported no remaining Xencor position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 222 Xencor shares in Q1 2025, an estimated $5.1K.
LGT Financial Advisors first reported a position in Xencor in Q3 2024 and held it in 2 quarters.
LGT Financial Advisors's Xencor position peaked at $5.1K in Q4 2024.
202 funds tracked by Wall St. Rank held Xencor as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.