AWM
XIFR

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

Accurate 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
Q1 		– Sell
-202
Closed -$14.9K – 1528
2022
Q4 		$14.9K Buy
+202
New +$15.1K 0.01% 763

Other funds holding XIFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Accurate Wealth Management's XIFR Position: Q1 2023 in Review

Accurate Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q1 2023, closing a stake of 202 shares — an estimated $14.9K sold.

Accurate Wealth Management first reported a position in XIFR in Q4 2022 and held it in 1 quarter. The position peaked at $14.9K in Q4 2022. 407 funds tracked by Wall St. Rank hold XIFR as of Q1 2023.

  • Accurate Wealth Management reported no remaining XPLR Infrastructure LP position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 202 XPLR Infrastructure LP shares in Q1 2023, an estimated $14.9K.
  • Accurate Wealth Management first reported a position in XPLR Infrastructure LP in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's XPLR Infrastructure LP position peaked at $14.9K in Q4 2022.
  • 407 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.