BWM
XIFR

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

BerganKDV 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
Q2 		$17.3K Hold
295
– – ﹤0.01% 505
2023
Q1 		$17.9K Hold
295
– – ﹤0.01% 530
2022
Q4 		$20.7K Hold
295
– – ﹤0.01% 489
2022
Q3 		$21K Hold
295
– – ﹤0.01% 487
2022
Q2 		$22K Hold
295
– – ﹤0.01% 489
2022
Q1 		$25K Hold
295
– – ﹤0.01% 490
2021
Q4 		$25K Hold
295
– – ﹤0.01% 516
2021
Q3 		$22K Buy
+295
New +$23K ﹤0.01% 517

Other funds holding XIFR

BlackRock
BlackRock New York $5.7T 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 $528B AUM 27.57% 1-Year Est. Return