FAG
XIFR

Fortitude Advisory Group’s XPLR Infrastructure LP XIFR Stock Holding History

Fortitude Advisory Group’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
2024
Q4 		– Sell
-27,600
Closed -$762K – 219
2024
Q3 		$762K Buy
27,600
+1,534
+6% +$39.8K 0.48% 40
2024
Q2 		$720K Buy
26,066
+1,614
+7% +$49K 0.43% 41
2024
Q1 		$736K Buy
24,452
+6,628
+37% +$189K 0.42% 49
2023
Q4 		$542K Buy
+17,824
New +$454K 0.33% 65
2022
Q2 		– Sell
-393
Closed -$33K – 1357
2022
Q1 		$33K Buy
393
+32
+9% +$2.46K 0.02% 662
2021
Q4 		$30K Buy
+361
New +$30.2K 0.02% 714

Other funds holding XIFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $395M AUM 53.96% 1-Year Est. Return

Fortitude Advisory Group's XIFR Position: Q4 2024 in Review

Fortitude Advisory Group sold out of XPLR Infrastructure LP (XIFR) in Q4 2024, closing a stake of 27,600 shares — an estimated $762K sold.

Fortitude Advisory Group first reported a position in XIFR in Q4 2021 and held it in 6 quarters. The position peaked at $762K in Q3 2024. 284 funds tracked by Wall St. Rank hold XIFR as of Q4 2024.

  • Fortitude Advisory Group reported no remaining XPLR Infrastructure LP position as of Q4 2024 after selling out during the quarter.
  • Fortitude Advisory Group sold 27,600 XPLR Infrastructure LP shares in Q4 2024, an estimated $762K.
  • Fortitude Advisory Group first reported a position in XPLR Infrastructure LP in Q4 2021 and held it in 6 quarters.
  • Fortitude Advisory Group's XPLR Infrastructure LP position peaked at $762K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2024.

Based on Fortitude Advisory Group's 13F filing for Q4 2024, filed 22 Jan 2025.