Accel Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Accel Wealth Management’s Portfolio XIFR Stock Details XIFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-61	Closed	-$3.71K	–	913
2023 Q1	$3.71K	Hold	61	–	–	﹤0.01%	1040
2022 Q4	$4.28K	Hold	61	–	–	﹤0.01%	836
2022 Q3	$5K	Hold	61	–	–	﹤0.01%	853
2022 Q2	$5K	Hold	61	–	–	﹤0.01%	820
2022 Q1	$5K	Hold	61	–	–	﹤0.01%	816
2021 Q4	$5K	Hold	61	–	–	﹤0.01%	825
2021 Q3	$5K	Hold	61	–	–	﹤0.01%	751
2021 Q2	$5K	Hold	61	–	–	﹤0.01%	809
2021 Q1	$4K	Buy	+61	New	+$4.69K	﹤0.01%	791

Other funds holding XIFR

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accel Wealth Management's XIFR Position: Q2 2023 in Review

Accel Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q2 2023, closing a stake of 61 shares — an estimated $3.71K sold.

Accel Wealth Management first reported a position in XIFR in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q3 2022. 409 funds tracked by Wall St. Rank hold XIFR as of Q2 2023.

Accel Wealth Management reported no remaining XPLR Infrastructure LP position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 61 XPLR Infrastructure LP shares in Q2 2023, an estimated $3.71K.
Accel Wealth Management first reported a position in XPLR Infrastructure LP in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's XPLR Infrastructure LP position peaked at $5K in Q3 2022.
409 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.