DWM
XIFR

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

Doyle 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
Q3 		$3.21M Sell
44,425
-649
-1% -$52K 0.28% 70
2022
Q2 		$3.34M Buy
45,074
+1,061
+2% +$76.1K 0.27% 74
2022
Q1 		$3.67M Sell
44,013
-649
-1% -$49.9K 0.26% 73
2021
Q4 		$3.77M Buy
44,662
+327
+0.7% +$27.4K 0.27% 71
2021
Q3 		$3.34M Buy
44,335
+105
+0.2% +$8.19K 0.27% 71
2021
Q2 		$3.38M Buy
44,230
+1,354
+3% +$96.8K 0.28% 69
2021
Q1 		$3.13M Buy
42,876
+155
+0.4% +$11.9K 0.3% 66
2020
Q4 		$2.86M Sell
42,721
-1,496
-3% -$96.4K 0.29% 66
2020
Q3 		$2.65M Sell
44,217
-203,541
-82% -$12M 0.31% 63
2020
Q2 		$12.7M Buy
247,758
+3,877
+2% +$188K 1.67% 24
2020
Q1 		$10.5M Buy
243,881
+1,967
+0.8% +$104K 1.67% 29
2019
Q4 		$12.7M Buy
241,914
+2,213
+0.9% +$115K 1.59% 29
2019
Q3 		$12.7M Sell
239,701
-13,660
-5% -$687K 1.75% 23
2019
Q2 		$12.2M Sell
253,361
-1,300
-0.5% -$60.3K 1.69% 23
2019
Q1 		$11.4M Buy
254,661
+5,130
+2% +$223K 1.65% 26
2018
Q4 		$10.7M Sell
249,531
-1,560
-0.6% -$71.1K 1.81% 20
2018
Q3 		$12.2M Sell
251,091
-3,692
-1% -$175K 1.89% 19
2018
Q2 		$11.9M Buy
254,783
+6,712
+3% +$287K 1.96% 17
2018
Q1 		$9.92M Buy
248,071
+7,476
+3% +$303K 1.67% 24
2017
Q4 		$10.4M Sell
240,595
-6,879
-3% -$277K 1.75% 23
2017
Q3 		$9.97M Buy
247,474
+8,655
+4% +$344K 1.75% 23
2017
Q2 		$8.83M Buy
238,819
+15,734
+7% +$542K 1.64% 27
2017
Q1 		$7.39M Buy
+223,085
New +$6.77M 1.51% 25

Other funds holding XIFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $6.22B AUM 18.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Doyle Wealth Management's XIFR Position: Q3 2022 in Review

Doyle Wealth Management reduced its XPLR Infrastructure LP (XIFR) stake by 1.4% in Q3 2022, selling an estimated $52K and leaving 44,425 shares worth $3.21M. The position accounts for 0.28% of the portfolio, ranked #70.

Doyle Wealth Management first reported a position in XIFR in Q1 2017 and has held it in 23 quarters since. The position peaked at $12.7M in Q4 2019. 398 funds tracked by Wall St. Rank hold XIFR as of Q3 2022.

  • Doyle Wealth Management held 44,425 shares of XPLR Infrastructure LP worth $3.21M as of Q3 2022.
  • Doyle Wealth Management sold 649 XPLR Infrastructure LP shares in Q3 2022, an estimated $52K.
  • XPLR Infrastructure LP made up 0.28% of Doyle Wealth Management's portfolio in Q3 2022, its #70 holding.
  • Doyle Wealth Management first reported a position in XPLR Infrastructure LP in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's XPLR Infrastructure LP position peaked at $12.7M in Q4 2019.
  • 398 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.