FIA
XIFR

Foundations Investment Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Foundations Investment Advisors’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
Q1 		– Sell
-9,319
Closed -$293K – 764
2023
Q4 		$293K Buy
9,319
+2,436
+35% +$62.1K 0.01% 554
2023
Q3 		$204K Buy
6,883
+1,035
+18% +$52.4K 0.01% 611
2023
Q2 		$343K Sell
5,848
-537
-8% -$32.3K 0.01% 443
2023
Q1 		$388K Buy
6,385
+415
+7% +$28.5K 0.01% 360
2022
Q4 		$418K Sell
5,970
-463
-7% -$34.7K 0.02% 304
2022
Q3 		$465K Sell
6,433
-49
-0.8% -$3.92K 0.02% 260
2022
Q2 		$488K Buy
6,482
+272
+4% +$19.5K 0.02% 232
2022
Q1 		$476K Sell
6,210
-344
-5% -$26.4K 0.02% 202
2021
Q4 		$503K Sell
6,554
-152
-2% -$12.7K 0.02% 206
2021
Q3 		$515K Sell
6,706
-315
-4% -$24.6K 0.02% 175
2021
Q2 		$529K Sell
7,021
-139
-2% -$9.94K 0.03% 161
2021
Q1 		$519K Buy
+7,160
New +$551K 0.03% 133

Other funds holding XIFR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $19.3B AUM 16.7% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return