CWM
XIFR

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

Castle 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
2022
Q4 		– Sell
-490
Closed -$35K – 667
2022
Q3 		$35K Buy
+490
New +$39.3K 0.02% 259

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Castle Wealth Management's XIFR Position: Q4 2022 in Review

Castle Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q4 2022, closing a stake of 490 shares — an estimated $35K sold.

Castle Wealth Management first reported a position in XIFR in Q3 2022 and held it in 1 quarter. The position peaked at $35K in Q3 2022. 419 funds tracked by Wall St. Rank hold XIFR as of Q4 2022.

  • Castle Wealth Management reported no remaining XPLR Infrastructure LP position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 490 XPLR Infrastructure LP shares in Q4 2022, an estimated $35K.
  • Castle Wealth Management first reported a position in XPLR Infrastructure LP in Q3 2022 and held it in 1 quarter.
  • Castle Wealth Management's XPLR Infrastructure LP position peaked at $35K in Q3 2022.
  • 419 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.