AAS
XIFR icon

Avantax Advisory Services’s XPLR Infrastructure LP XIFR Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-9,630
Closed -$266K – 2285
2024
Q3 		$266K Sell
9,630
-2,270
-19% -$58.9K ﹤0.01% 1844
2024
Q2 		$329K Buy
11,900
+2,062
+21% +$62.6K ﹤0.01% 1633
2024
Q1 		$296K Sell
9,838
-1,580
-14% -$45K ﹤0.01% 1300
2023
Q4 		$347K Sell
11,418
-19,036
-63% -$485K ﹤0.01% 1156
2023
Q3 		$904K Sell
30,454
-56,984
-65% -$2.89M 0.01% 728
2023
Q2 		$5.13M Buy
87,438
+11,369
+15% +$684K 0.06% 247
2023
Q1 		$4.62M Buy
76,069
+6,263
+9% +$431K 0.06% 260
2022
Q4 		$4.89M Buy
69,806
+5,223
+8% +$391K 0.07% 230
2022
Q3 		$4.67M Buy
64,583
+5,649
+10% +$453K 0.07% 213
2022
Q2 		$4.37M Buy
58,934
+10,408
+21% +$747K 0.07% 222
2022
Q1 		$4.04M Buy
48,526
+8,868
+22% +$682K 0.06% 244
2021
Q4 		$3.35M Buy
39,658
+5,220
+15% +$437K 0.05% 266
2021
Q3 		$2.6M Buy
34,438
+9,768
+40% +$762K 0.04% 292
2021
Q2 		$1.89M Buy
24,670
+19,576
+384% +$1.4M 0.03% 337
2021
Q1 		$372K Sell
5,094
-296
-5% -$22.8K 0.01% 718
2020
Q4 		$362K Sell
5,390
-108
-2% -$6.96K 0.01% 659
2020
Q3 		$329K Buy
+5,498
New +$325K 0.01% 982

Other funds holding XIFR

Morgan Stanley
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
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $395M AUM 53.96% 1-Year Est. Return

Avantax Advisory Services's XIFR Position: Q4 2024 in Review

Avantax Advisory Services sold out of XPLR Infrastructure LP (XIFR) in Q4 2024, closing a stake of 9,630 shares — an estimated $266K sold.

Avantax Advisory Services first reported a position in XIFR in Q3 2020 and held it in 17 quarters. The position peaked at $5.13M in Q2 2023. 284 funds tracked by Wall St. Rank hold XIFR as of Q4 2024.

  • Avantax Advisory Services reported no remaining XPLR Infrastructure LP position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 9,630 XPLR Infrastructure LP shares in Q4 2024, an estimated $266K.
  • Avantax Advisory Services first reported a position in XPLR Infrastructure LP in Q3 2020 and held it in 17 quarters.
  • Avantax Advisory Services's XPLR Infrastructure LP position peaked at $5.13M in Q2 2023.
  • 284 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.