BPA
XIFR

Beacon Pointe Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Beacon Pointe 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
Q3 		– Sell
-10,752
Closed -$297K – 1328
2024
Q2 		$297K Sell
10,752
-70
-0.6% -$2.12K ﹤0.01% 1057
2024
Q1 		$326K Sell
10,822
-849
-7% -$24.2K ﹤0.01% 1086
2023
Q4 		$355K Sell
11,671
-207
-2% -$5.28K ﹤0.01% 1018
2023
Q3 		$353K Buy
11,878
+2,773
+30% +$140K ﹤0.01% 996
2023
Q2 		$534K Buy
9,105
+1,785
+24% +$107K 0.01% 696
2023
Q1 		$445K Sell
7,320
-111
-1% -$7.63K 0.01% 803
2022
Q4 		$521K Buy
7,431
+100
+1% +$7.49K 0.01% 670
2022
Q3 		$529K Buy
7,331
+404
+6% +$32.4K 0.01% 617
2022
Q2 		$514K Sell
6,927
-198
-3% -$14.2K 0.01% 639
2022
Q1 		$594K Buy
7,125
+200
+3% +$15.4K 0.01% 761
2021
Q4 		$584K Buy
6,925
+275
+4% +$23K 0.02% 522
2021
Q3 		$501K Buy
+6,650
New +$519K 0.01% 540

Other funds holding XIFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $395M AUM 53.96% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Beacon Pointe Advisors's XIFR Position: Q3 2024 in Review

Beacon Pointe Advisors sold out of XPLR Infrastructure LP (XIFR) in Q3 2024, closing a stake of 10,752 shares — an estimated $297K sold.

Beacon Pointe Advisors first reported a position in XIFR in Q3 2021 and held it in 12 quarters. The position peaked at $594K in Q1 2022. 304 funds tracked by Wall St. Rank hold XIFR as of Q3 2024.

  • Beacon Pointe Advisors reported no remaining XPLR Infrastructure LP position as of Q3 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,752 XPLR Infrastructure LP shares in Q3 2024, an estimated $297K.
  • Beacon Pointe Advisors first reported a position in XPLR Infrastructure LP in Q3 2021 and held it in 12 quarters.
  • Beacon Pointe Advisors's XPLR Infrastructure LP position peaked at $594K in Q1 2022.
  • 304 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2024.

Based on Beacon Pointe Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.