Gerber Kawasaki Wealth & Investment Management’s XPLR Infrastructure LP XIFR Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q3	–	Sell	-1,724	Closed	-$131K	–	1251
2021 Q2	$131K	Sell	1,724 -315	-15%	-$22.5K	0.01%	239
2021 Q1	$148K	Buy	2,039 +439	+27%	+$33.8K	0.02%	213
2020 Q4	$107K	Hold	1,600	–	–	0.01%	173
2020 Q3	$95K	Hold	1,600	–	–	0.02%	124
2020 Q2	$82K	Hold	1,600	–	–	0.02%	131
2020 Q1	$68K	Hold	1,600	–	–	0.02%	122
2019 Q4	$84K	Hold	1,600	–	–	0.02%	127
2019 Q3	$84K	Buy	+1,600	New	+$80.4K	0.02%	126

Other funds holding XIFR

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XIFR Position: Q3 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of XPLR Infrastructure LP (XIFR) in Q3 2021, closing a stake of 1,724 shares — an estimated $131K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in XIFR in Q3 2019 and held it in 8 quarters. The position peaked at $148K in Q1 2021. 368 funds tracked by Wall St. Rank hold XIFR as of Q3 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining XPLR Infrastructure LP position as of Q3 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1,724 XPLR Infrastructure LP shares in Q3 2021, an estimated $131K.
Gerber Kawasaki Wealth & Investment Management first reported a position in XPLR Infrastructure LP in Q3 2019 and held it in 8 quarters.
Gerber Kawasaki Wealth & Investment Management's XPLR Infrastructure LP position peaked at $148K in Q1 2021.
368 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.