AWM
XIFR

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

Atticus 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
Q3 		– Sell
-400
Closed -$23.5K – 620
2023
Q2 		$23.5K Hold
400
– – 0.01% 322
2023
Q1 		$24.3K Hold
400
– – 0.01% 307
2022
Q4 		$28K Buy
+400
New +$29.9K 0.01% 301
2022
Q3 		– Sell
-400
Closed -$30K – 632
2022
Q2 		$30K Hold
400
– – 0.01% 311
2022
Q1 		$33K Hold
400
– – 0.01% 288
2021
Q4 		$34K Hold
400
– – 0.01% 270
2021
Q3 		$30K Hold
400
– – 0.01% 285
2021
Q2 		$31K Hold
400
– – 0.01% 266
2021
Q1 		$29K Buy
+400
New +$30.8K 0.01% 251

Other funds holding XIFR

BlackRock
BlackRock New York $5.7T 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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return