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 New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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 $9.84B AUM 26.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BerganKDV Wealth Management's XIFR Position: Q2 2023 in Review

BerganKDV Wealth Management held its XPLR Infrastructure LP (XIFR) position steady in Q2 2023 at 295 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

BerganKDV Wealth Management first reported a position in XIFR in Q3 2021 and has held it in 8 quarters since. The position peaked at $25K in Q1 2022. 409 funds tracked by Wall St. Rank hold XIFR as of Q2 2023.

BerganKDV Wealth Management held 295 shares of XPLR Infrastructure LP worth $17.3K as of Q2 2023.
BerganKDV Wealth Management left its XPLR Infrastructure LP share count unchanged in Q2 2023.
XPLR Infrastructure LP made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #505 holding.
BerganKDV Wealth Management first reported a position in XPLR Infrastructure LP in Q3 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's XPLR Infrastructure LP position peaked at $25K in Q1 2022.
409 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.