AWA
XIFR icon

Amplius Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-331
Closed -$27K – 956
2021
Q4 		$27K Buy
+331
New +$27.7K ﹤0.01% 423

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

Amplius Wealth Advisors's XIFR Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of XPLR Infrastructure LP (XIFR) in Q1 2022, closing a stake of 331 shares — an estimated $27K sold.

Amplius Wealth Advisors first reported a position in XIFR in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 397 funds tracked by Wall St. Rank hold XIFR as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining XPLR Infrastructure LP position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 331 XPLR Infrastructure LP shares in Q1 2022, an estimated $27K.
  • Amplius Wealth Advisors first reported a position in XPLR Infrastructure LP in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's XPLR Infrastructure LP position peaked at $27K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.