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	–	1363
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 New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

M&G plc London, United Kingdom $19.3B AUM 16.7% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Ensign Peak Advisors

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return