Buttonwood Financial Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Buttonwood Financial 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 Q3	–	Sell	-4,650	Closed	-$273K	–	103
2023 Q2	$273K	Hold	4,650	–	–	0.17%	86
2023 Q1	$282K	Hold	4,650	–	–	0.22%	65
2022 Q4	$326K	Hold	4,650	–	–	0.27%	62
2022 Q3	$320K	Sell	4,650 -250	-5%	-$20K	0.29%	59
2022 Q2	$363K	Buy	4,900 +1,700	+53%	+$122K	0.33%	58
2022 Q1	$267K	Buy	+3,200	New	+$246K	0.24%	61

Other funds holding XIFR

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

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

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

Buttonwood Financial Advisors's XIFR Position: Q3 2023 in Review

Buttonwood Financial Advisors sold out of XPLR Infrastructure LP (XIFR) in Q3 2023, closing a stake of 4,650 shares — an estimated $273K sold.

Buttonwood Financial Advisors first reported a position in XIFR in Q1 2022 and held it in 6 quarters. The position peaked at $363K in Q2 2022. 346 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

Buttonwood Financial Advisors reported no remaining XPLR Infrastructure LP position as of Q3 2023 after selling out during the quarter.
Buttonwood Financial Advisors sold 4,650 XPLR Infrastructure LP shares in Q3 2023, an estimated $273K.
Buttonwood Financial Advisors first reported a position in XPLR Infrastructure LP in Q1 2022 and held it in 6 quarters.
Buttonwood Financial Advisors's XPLR Infrastructure LP position peaked at $363K in Q2 2022.
346 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.