EWM
XIFR

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

Executive 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
-113,119
Closed -$3.36M – 224
2023
Q3 		$3.36M Buy
113,119
+3,700
+3% +$187K 0.35% 74
2023
Q2 		$6.42M Buy
109,419
+15,501
+17% +$932K 0.66% 53
2023
Q1 		$5.71M Buy
93,918
+12,094
+15% +$832K 0.63% 54
2022
Q4 		$5.74M Buy
81,824
+76,201
+1,355% +$5.7M 0.7% 52
2022
Q3 		$5.62M Sell
5,623
-69,174
-92% -$5.54M 0.78% 41
2022
Q2 		$5.55M Sell
74,797
-4,620
-6% -$331K 0.75% 47
2022
Q1 		$6.62M Buy
79,417
+2,531
+3% +$195K 0.72% 49
2021
Q4 		$6.49M Buy
76,886
+3,213
+4% +$269K 0.65% 53
2021
Q3 		$5.55M Buy
73,673
+294
+0.4% +$22.9K 0.61% 56
2021
Q2 		$5.6M Buy
73,379
+6,011
+9% +$430K 0.61% 55
2021
Q1 		$4.91M Sell
67,368
-18,463
-22% -$1.42M 0.58% 57
2020
Q4 		$5.75M Buy
85,831
+9,131
+12% +$589K 0.71% 38
2020
Q3 		$4.6M Buy
76,700
+10,842
+16% +$641K 0.64% 36
2020
Q2 		$3.38M Buy
+65,858
New +$3.19M 0.51% 49
2019
Q3 		– Sell
-200
Closed -$10K – 841
2019
Q2 		$10K Hold
200
– – ﹤0.01% 624
2019
Q1 		$9K Hold
200
– – ﹤0.01% 580
2018
Q4 		$9K Buy
+200
New +$9.12K ﹤0.01% 595

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

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

Executive Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q4 2023, closing a stake of 113,119 shares — an estimated $3.36M sold.

Executive Wealth Management first reported a position in XIFR in Q4 2018 and held it in 17 quarters. The position peaked at $6.62M in Q1 2022. 327 funds tracked by Wall St. Rank hold XIFR as of Q4 2023.

  • Executive Wealth Management reported no remaining XPLR Infrastructure LP position as of Q4 2023 after selling out during the quarter.
  • Executive Wealth Management sold 113,119 XPLR Infrastructure LP shares in Q4 2023, an estimated $3.36M.
  • Executive Wealth Management first reported a position in XPLR Infrastructure LP in Q4 2018 and held it in 17 quarters.
  • Executive Wealth Management's XPLR Infrastructure LP position peaked at $6.62M in Q1 2022.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2023.

Based on Executive Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.