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Values First Advisors’s Lexeo Therapeutics LXEO Stock Holding History

Values First Advisors’s Portfolio LXEO Stock Details LXEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,446
Closed -$67.3K – 264
2024
Q3 		$67.3K Buy
+7,446
New +$88.8K 0.04% 214

Other funds holding LXEO

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
OFM
Omega Fund Management Boston, Massachusetts $163M AUM 107.06% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

Values First Advisors's LXEO Position: Q4 2024 in Review

Values First Advisors sold out of Lexeo Therapeutics (LXEO) in Q4 2024, closing a stake of 7,446 shares — an estimated $67.3K sold.

Values First Advisors first reported a position in LXEO in Q3 2024 and held it in 1 quarter. The position peaked at $67.3K in Q3 2024. 90 funds tracked by Wall St. Rank hold LXEO as of Q4 2024.

  • Values First Advisors reported no remaining Lexeo Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 7,446 Lexeo Therapeutics shares in Q4 2024, an estimated $67.3K.
  • Values First Advisors first reported a position in Lexeo Therapeutics in Q3 2024 and held it in 1 quarter.
  • Values First Advisors's Lexeo Therapeutics position peaked at $67.3K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Lexeo Therapeutics as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.