BWM
XIFR

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

Baystate 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
Q4 		– Sell
-10
Closed -$297 – 1344
2023
Q3 		$297 Buy
+10
New +$507 ﹤0.01% 968
2021
Q1 		– Sell
-114
Closed -$8K – 848
2020
Q4 		$8K Buy
114
+1
+0.9% +$64 ﹤0.01% 455
2020
Q3 		$7K Buy
113
+1
+0.9% +$59 ﹤0.01% 437
2020
Q2 		$6K Buy
+112
New +$5.42K ﹤0.01% 450

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Baystate Wealth Management's XIFR Position: Q4 2023 in Review

Baystate Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q4 2023, closing a stake of 10 shares — an estimated $297 sold.

Baystate Wealth Management first reported a position in XIFR in Q2 2020 and held it in 4 quarters. The position peaked at $8K in Q4 2020. 327 funds tracked by Wall St. Rank hold XIFR as of Q4 2023.

  • Baystate Wealth Management reported no remaining XPLR Infrastructure LP position as of Q4 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 10 XPLR Infrastructure LP shares in Q4 2023, an estimated $297.
  • Baystate Wealth Management first reported a position in XPLR Infrastructure LP in Q2 2020 and held it in 4 quarters.
  • Baystate Wealth Management's XPLR Infrastructure LP position peaked at $8K in Q4 2020.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.