CWC
XIFR

Carolinas Wealth Consulting’s XPLR Infrastructure LP XIFR Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-171
Closed -$4.63K – 1064
2023
Q3 		$4.63K Hold
171
– – ﹤0.01% 615
2023
Q2 		$10K Hold
171
– – ﹤0.01% 591
2023
Q1 		$10.4K Sell
171
-145
-46% -$9.97K ﹤0.01% 601
2022
Q4 		$22.2K Buy
316
+172
+119% +$12.9K 0.01% 478
2022
Q3 		$10K Buy
144
+1
+0.7% +$80 ﹤0.01% 573
2022
Q2 		$11K Buy
143
+2
+1% +$143 ﹤0.01% 563
2022
Q1 		$12K Buy
141
+1
+0.7% +$77 ﹤0.01% 586
2021
Q4 		$12K Buy
140
+1
+0.7% +$84 ﹤0.01% 593
2021
Q3 		$10K Buy
139
+2
+1% +$156 ﹤0.01% 588
2021
Q2 		$10K Sell
137
-23
-14% -$1.64K ﹤0.01% 612
2021
Q1 		$12K Sell
160
-95
-37% -$7.3K ﹤0.01% 601
2020
Q4 		$17K Buy
+255
New +$16.4K ﹤0.01% 506

Other funds holding XIFR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return