FWM
XIFR

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

Forefront 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
Q2 		– Sell
-38,410
Closed -$2.33M – 47
2023
Q1 		$2.33M Buy
38,410
+30,915
+412% +$2.13M 3.05% 13
2022
Q4 		$525K Sell
7,495
-4,010
-35% -$300K 0.71% 33
2022
Q3 		$832K Buy
+11,505
New +$922K 1.16% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Forefront Wealth Management's XIFR Position: Q2 2023 in Review

Forefront Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q2 2023, closing a stake of 38,410 shares — an estimated $2.33M sold.

Forefront Wealth Management first reported a position in XIFR in Q3 2022 and held it in 3 quarters. The position peaked at $2.33M in Q1 2023. 409 funds tracked by Wall St. Rank hold XIFR as of Q2 2023.

  • Forefront Wealth Management reported no remaining XPLR Infrastructure LP position as of Q2 2023 after selling out during the quarter.
  • Forefront Wealth Management sold 38,410 XPLR Infrastructure LP shares in Q2 2023, an estimated $2.33M.
  • Forefront Wealth Management first reported a position in XPLR Infrastructure LP in Q3 2022 and held it in 3 quarters.
  • Forefront Wealth Management's XPLR Infrastructure LP position peaked at $2.33M in Q1 2023.
  • 409 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2023.

Based on Forefront Wealth Management's 13F filing for Q2 2023, filed 7 Aug 2023.