RFA
XYF

Reilly Financial Advisors’s X Financial XYF Stock Holding History

Reilly Financial Advisors’s Portfolio XYF Stock Details XYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,454
Closed -$5K – 1057
2020
Q4 		$5K Sell
2,454
-3,934
-62% -$8.53K ﹤0.01% 719
2020
Q3 		$10K Buy
6,388
+2,421
+61% +$5.5K ﹤0.01% 583
2020
Q2 		$11K Buy
+3,967
New +$10.7K ﹤0.01% 568

Other funds holding XYF

GAMH
Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return
AC
AWH Capital Dallas, Texas $110M AUM 44.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Reilly Financial Advisors's XYF Position: Q1 2021 in Review

Reilly Financial Advisors sold out of X Financial (XYF) in Q1 2021, closing a stake of 2,454 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in XYF in Q2 2020 and held it in 3 quarters. The position peaked at $11K in Q2 2020. 12 funds tracked by Wall St. Rank hold XYF as of Q1 2021.

  • Reilly Financial Advisors reported no remaining X Financial position as of Q1 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,454 X Financial shares in Q1 2021, an estimated $5K.
  • Reilly Financial Advisors first reported a position in X Financial in Q2 2020 and held it in 3 quarters.
  • Reilly Financial Advisors's X Financial position peaked at $11K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held X Financial as of Q1 2021.

Based on Reilly Financial Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.