Financial Management Professionals’s XPLR Infrastructure LP XIFR Stock Holding History

Financial Management Professionals’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 Q3	–	Sell	-3,721	Closed	-$218K	–	1082
2023 Q2	$218K	Buy	3,721 +335	+10%	+$20.1K	0.04%	122
2023 Q1	$206K	Buy	3,386 +349	+11%	+$24K	0.04%	127
2022 Q4	$213K	Buy	3,037 +973	+47%	+$72.8K	0.04%	111
2022 Q3	$149K	Buy	2,064 +202	+11%	+$16.2K	0.03%	124
2022 Q2	$138K	Buy	1,862 +526	+39%	+$37.7K	0.03%	128
2022 Q1	$111K	Buy	1,336 +329	+33%	+$25.3K	0.02%	155
2021 Q4	$85K	Buy	1,007 +24	+2%	+$2.01K	0.02%	190
2021 Q3	$74K	Buy	983 +16	+2%	+$1.25K	0.02%	206
2021 Q2	$74K	Buy	967 +16	+2%	+$1.14K	0.02%	191
2021 Q1	$69K	Buy	951 +89	+10%	+$6.84K	0.02%	191
2020 Q4	$58K	Buy	862 +40	+5%	+$2.58K	0.02%	209
2020 Q3	$49K	Hold	822	–	–	0.02%	209
2020 Q2	$42K	Buy	+822	New	+$39.8K	0.01%	230

Other funds holding XIFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

MGIM

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Management Professionals's XIFR Position: Q3 2023 in Review

Financial Management Professionals sold out of XPLR Infrastructure LP (XIFR) in Q3 2023, closing a stake of 3,721 shares — an estimated $218K sold.

Financial Management Professionals first reported a position in XIFR in Q2 2020 and held it in 13 quarters. The position peaked at $218K in Q2 2023. 346 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

Financial Management Professionals reported no remaining XPLR Infrastructure LP position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 3,721 XPLR Infrastructure LP shares in Q3 2023, an estimated $218K.
Financial Management Professionals first reported a position in XPLR Infrastructure LP in Q2 2020 and held it in 13 quarters.
Financial Management Professionals's XPLR Infrastructure LP position peaked at $218K in Q2 2023.
346 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.