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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 $6.73T AUM 46.02% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foundations Investment Advisors's XIFR Position: Q1 2024 in Review

Foundations Investment Advisors sold out of XPLR Infrastructure LP (XIFR) in Q1 2024, closing a stake of 9,319 shares — an estimated $293K sold.

Foundations Investment Advisors first reported a position in XIFR in Q1 2021 and held it in 12 quarters. The position peaked at $529K in Q2 2021. 327 funds tracked by Wall St. Rank hold XIFR as of Q1 2024.

  • Foundations Investment Advisors reported no remaining XPLR Infrastructure LP position as of Q1 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 9,319 XPLR Infrastructure LP shares in Q1 2024, an estimated $293K.
  • Foundations Investment Advisors first reported a position in XPLR Infrastructure LP in Q1 2021 and held it in 12 quarters.
  • Foundations Investment Advisors's XPLR Infrastructure LP position peaked at $529K in Q2 2021.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2024.

Based on Foundations Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.