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Mission Wealth Management’s X4 Pharmaceuticals XFOR Stock Holding History

Mission Wealth Management’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
Q1 		– Sell
-333
Closed -$8.38K – 705
2023
Q4 		$8.38K Buy
+333
New +$8.1K ﹤0.01% 589
2023
Q3 		– Sell
-500
Closed -$29.1K – 582
2023
Q2 		$29.1K Hold
500
– – ﹤0.01% 544
2023
Q1 		$13.1K Buy
+500
New +$14.7K ﹤0.01% 533

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
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
SCM
Sio Capital Management New York $697M AUM 79.73% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return

Mission Wealth Management's XFOR Position: Q1 2024 in Review

Mission Wealth Management sold out of X4 Pharmaceuticals (XFOR) in Q1 2024, closing a stake of 333 shares — an estimated $8.38K sold.

Mission Wealth Management first reported a position in XFOR in Q1 2023 and held it in 3 quarters. The position peaked at $29.1K in Q2 2023. 96 funds tracked by Wall St. Rank hold XFOR as of Q1 2024.

  • Mission Wealth Management reported no remaining X4 Pharmaceuticals position as of Q1 2024 after selling out during the quarter.
  • Mission Wealth Management sold 333 X4 Pharmaceuticals shares in Q1 2024, an estimated $8.38K.
  • Mission Wealth Management first reported a position in X4 Pharmaceuticals in Q1 2023 and held it in 3 quarters.
  • Mission Wealth Management's X4 Pharmaceuticals position peaked at $29.1K in Q2 2023.
  • 96 funds tracked by Wall St. Rank held X4 Pharmaceuticals as of Q1 2024.

Based on Mission Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.