Cassady Schiller Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Cassady Schiller 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 Q4	–	Sell	-300	Closed	-$8.91K	–	462
2023 Q3	$8.91K	Hold	300	–	–	﹤0.01%	337
2023 Q2	$17.6K	Hold	300	–	–	0.01%	292
2023 Q1	$18.2K	Hold	300	–	–	0.01%	278
2022 Q4	$21K	Buy	+300	New	+$22.5K	0.01%	265
2022 Q1	–	Sell	-300	Closed	-$25K	–	632
2021 Q4	$25K	Buy	+300	New	+$25.1K	0.02%	256

Other funds holding XIFR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

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

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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return