Atria Wealth Solutions’s XPLR Infrastructure LP XIFR Stock Holding History

Atria Wealth Solutions’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
2024 Q2	–	Sell	-7,245	Closed	-$218K	–	2090
2024 Q1	$218K	Sell	7,245 -96	-1%	-$2.73K	﹤0.01%	1775
2023 Q4	$223K	Sell	7,341 -11,161	-60%	-$284K	﹤0.01%	1704
2023 Q3	$550K	Sell	18,502 -3,164	-15%	-$160K	0.01%	1090
2023 Q2	$1.27M	Sell	21,666 -617	-3%	-$37.1K	0.02%	746
2023 Q1	$1.35M	Sell	22,283 -13,373	-38%	-$920K	0.02%	693
2022 Q4	$2.5M	Buy	35,656 +22	+0.1%	+$1.65K	0.04%	438
2022 Q3	$2.58M	Sell	35,634 -2,642	-7%	-$212K	0.04%	393
2022 Q2	$2.84M	Buy	38,276 +11,033	+40%	+$792K	0.05%	354
2022 Q1	$2.27M	Buy	+27,243	New	+$2.09M	0.04%	447

Other funds holding XIFR

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

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

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

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

TCA

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

EIP

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

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

Atria Wealth Solutions's XIFR Position: Q2 2024 in Review

Atria Wealth Solutions sold out of XPLR Infrastructure LP (XIFR) in Q2 2024, closing a stake of 7,245 shares — an estimated $218K sold.

Atria Wealth Solutions first reported a position in XIFR in Q1 2022 and held it in 9 quarters. The position peaked at $2.84M in Q2 2022. 312 funds tracked by Wall St. Rank hold XIFR as of Q2 2024.

Atria Wealth Solutions reported no remaining XPLR Infrastructure LP position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 7,245 XPLR Infrastructure LP shares in Q2 2024, an estimated $218K.
Atria Wealth Solutions first reported a position in XPLR Infrastructure LP in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's XPLR Infrastructure LP position peaked at $2.84M in Q2 2022.
312 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.