AWS
XIFR

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 – 2091
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 0.06% 354
2022
Q1 		$2.27M Buy
+27,243
New +$2.09M 0.04% 447

Other funds holding XIFR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.3B AUM 16.7% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return