BRWA
XIFR

B. Riley Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-8,024
Closed -$210K – 1310
2024
Q3 		$210K Sell
8,024
-2,624
-25% -$68.1K 0.01% 1118
2024
Q2 		$294K Buy
10,648
+3,064
+40% +$93K 0.01% 1035
2024
Q1 		$225K Sell
7,584
-1,179
-13% -$33.6K 0.01% 1202
2023
Q4 		$266K Buy
8,763
+1,179
+16% +$30K 0.01% 1109
2023
Q3 		$225K Sell
7,584
-828
-10% -$41.9K 0.01% 1202
2023
Q2 		$493K Sell
8,412
-699
-8% -$42K 0.01% 861
2023
Q1 		$554K Buy
9,111
+38
+0.4% +$2.61K 0.01% 762
2022
Q4 		$636K Sell
9,073
-705
-7% -$52.8K 0.02% 697
2022
Q3 		$708K Buy
9,778
+1,594
+19% +$128K 0.02% 631
2022
Q2 		$607K Sell
8,184
-61
-0.7% -$4.38K 0.03% 580
2022
Q1 		$688K Buy
8,245
+237
+3% +$18.2K 0.02% 594
2021
Q4 		$676K Buy
8,008
+353
+5% +$29.5K 0.02% 673
2021
Q3 		$577K Buy
7,655
+794
+12% +$61.9K 0.02% 713
2021
Q2 		$524K Buy
6,861
+1,825
+36% +$130K 0.02% 745
2021
Q1 		$368K Buy
5,036
+1,500
+42% +$115K 0.01% 891
2020
Q4 		$238K Buy
+3,536
New +$228K 0.01% 866

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

B. Riley Wealth Advisors's XIFR Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of XPLR Infrastructure LP (XIFR) in Q4 2024, closing a stake of 8,024 shares — an estimated $210K sold.

B. Riley Wealth Advisors first reported a position in XIFR in Q4 2020 and held it in 16 quarters. The position peaked at $708K in Q3 2022. 284 funds tracked by Wall St. Rank hold XIFR as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining XPLR Infrastructure LP position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,024 XPLR Infrastructure LP shares in Q4 2024, an estimated $210K.
  • B. Riley Wealth Advisors first reported a position in XPLR Infrastructure LP in Q4 2020 and held it in 16 quarters.
  • B. Riley Wealth Advisors's XPLR Infrastructure LP position peaked at $708K in Q3 2022.
  • 284 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.