BWA
XIFR

BDO Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

BDO 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
2023
Q2 		– Sell
-380
Closed -$23.1K – 1070
2023
Q1 		$23.1K Buy
+380
New +$26.1K ﹤0.01% 563

Other funds holding XIFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's XIFR Position: Q2 2023 in Review

BDO Wealth Advisors sold out of XPLR Infrastructure LP (XIFR) in Q2 2023, closing a stake of 380 shares — an estimated $23.1K sold.

BDO Wealth Advisors first reported a position in XIFR in Q1 2023 and held it in 1 quarter. The position peaked at $23.1K in Q1 2023. 409 funds tracked by Wall St. Rank hold XIFR as of Q2 2023.

  • BDO Wealth Advisors reported no remaining XPLR Infrastructure LP position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 380 XPLR Infrastructure LP shares in Q2 2023, an estimated $23.1K.
  • BDO Wealth Advisors first reported a position in XPLR Infrastructure LP in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's XPLR Infrastructure LP position peaked at $23.1K in Q1 2023.
  • 409 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.