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WMG Financial Advisors’s Chiron Real Estate Inc XRN Stock Holding History

WMG Financial Advisors’s Portfolio XRN Stock Details XRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,670
Closed -$148K – 148
2023
Q4 		$148K Buy
2,670
+120
+5% +$5.82K 0.1% 120
2023
Q3 		$114K Sell
2,550
-300
-11% -$14.4K 0.1% 97
2023
Q2 		$130K Buy
2,850
+600
+27% +$27.1K 0.1% 118
2023
Q1 		$102K Sell
2,250
-3,500
-61% -$176K 0.08% 115
2022
Q4 		$273K Sell
5,750
-400
-7% -$18.1K 0.23% 88
2022
Q3 		$267K Hold
6,150
– – 0.24% 89
2022
Q2 		$344K Sell
6,150
-100
-2% -$6.74K 0.3% 76
2022
Q1 		$506K Hold
6,250
– – 0.37% 68
2021
Q4 		$556K Buy
+6,250
New +$515K 0.43% 60

Other funds holding XRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WMG Financial Advisors's XRN Position: Q1 2024 in Review

WMG Financial Advisors sold out of Chiron Real Estate Inc (XRN) in Q1 2024, closing a stake of 2,670 shares — an estimated $148K sold.

WMG Financial Advisors first reported a position in XRN in Q4 2021 and held it in 9 quarters. The position peaked at $556K in Q4 2021. 204 funds tracked by Wall St. Rank hold XRN as of Q1 2024.

  • WMG Financial Advisors reported no remaining Chiron Real Estate Inc position as of Q1 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 2,670 Chiron Real Estate Inc shares in Q1 2024, an estimated $148K.
  • WMG Financial Advisors first reported a position in Chiron Real Estate Inc in Q4 2021 and held it in 9 quarters.
  • WMG Financial Advisors's Chiron Real Estate Inc position peaked at $556K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Chiron Real Estate Inc as of Q1 2024.

Based on WMG Financial Advisors's 13F filing for Q1 2024, filed 7 May 2024.