EWM
XIFR

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

Elmwood 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
-22,153
Closed -$658K – 123
2023
Q3 		$658K Buy
22,153
+1,200
+6% +$60.8K 0.32% 86
2023
Q2 		$1.23M Buy
20,953
+550
+3% +$33.1K 0.57% 61
2023
Q1 		$1.24M Buy
20,403
+523
+3% +$36K 0.59% 61
2022
Q4 		$1.39M Buy
19,880
+15
+0.1% +$1.12K 0.7% 50
2022
Q3 		$1.44M Sell
19,865
-265
-1% -$21.2K 0.72% 44
2022
Q2 		$1.49M Buy
20,130
+675
+3% +$48.4K 0.85% 44
2022
Q1 		$1.62M Buy
19,455
+1,625
+9% +$125K 0.83% 50
2021
Q4 		$1.5M Buy
+17,830
New +$1.49M 0.72% 54
2021
Q2 		$1.37M Buy
17,980
+500
+3% +$35.7K 0.72% 53
2021
Q1 		$1.27M Buy
+17,480
New +$1.34M 0.78% 48
2020
Q3 		$745K Hold
14,535
– – 0.6% 61
2020
Q2 		$745K Buy
14,535
+3,260
+29% +$158K 0.6% 61
2020
Q1 		$451K Sell
11,275
-2,520
-18% -$134K 0.43% 68
2019
Q4 		$726K Buy
+13,795
New +$718K 0.63% 64
2019
Q3 		– Sell
-13,595
Closed -$656K – 286
2019
Q2 		$656K Buy
13,595
+1,410
+12% +$65.4K 0.58% 61
2019
Q1 		$568K Buy
12,185
+275
+2% +$11.9K 0.52% 64
2018
Q4 		$513K Sell
11,910
-25
-0.2% -$1.14K 0.5% 67
2018
Q3 		$579K Buy
11,935
+865
+8% +$41.1K 0.48% 71
2018
Q2 		$517K Sell
11,070
-205
-2% -$8.77K 0.47% 69
2018
Q1 		$451K Buy
+11,275
New +$456K 0.43% 68

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
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
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Elmwood Wealth Management's XIFR Position: Q4 2023 in Review

Elmwood Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q4 2023, closing a stake of 22,153 shares — an estimated $658K sold.

Elmwood Wealth Management first reported a position in XIFR in Q1 2018 and held it in 20 quarters. The position peaked at $1.62M in Q1 2022. 327 funds tracked by Wall St. Rank hold XIFR as of Q4 2023.

  • Elmwood Wealth Management reported no remaining XPLR Infrastructure LP position as of Q4 2023 after selling out during the quarter.
  • Elmwood Wealth Management sold 22,153 XPLR Infrastructure LP shares in Q4 2023, an estimated $658K.
  • Elmwood Wealth Management first reported a position in XPLR Infrastructure LP in Q1 2018 and held it in 20 quarters.
  • Elmwood Wealth Management's XPLR Infrastructure LP position peaked at $1.62M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2023.

Based on Elmwood Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.