Global Wealth Management Investment Advisory’s XPLR Infrastructure LP XIFR Stock Holding History

Global Wealth Management Investment Advisory’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	-104	Closed	-$3.16K	–	467
2023 Q4	$3.16K	Sell	104 -285	-73%	-$7.26K	﹤0.01%	371
2023 Q3	$11.6K	Hold	389	–	–	﹤0.01%	287
2023 Q2	$22.8K	Buy	+389	New	+$23.4K	0.01%	238
2022 Q3	–	Sell	-524	Closed	-$39K	–	509
2022 Q2	$39K	Buy	524 +94	+22%	+$6.74K	0.01%	193
2022 Q1	$36K	Buy	+430	New	+$33.1K	0.01%	212

Other funds holding XIFR

BlackRock New York $5.72T 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 $19.4B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

1832 Asset Management Toronto, Ontario, Canada $109B 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 New York $544B AUM 28.31% 1-Year Est. Return

Global Wealth Management Investment Advisory's XIFR Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of XPLR Infrastructure LP (XIFR) in Q1 2024, closing a stake of 104 shares — an estimated $3.16K sold.

Global Wealth Management Investment Advisory first reported a position in XIFR in Q1 2022 and held it in 5 quarters. The position peaked at $39K in Q2 2022. 327 funds tracked by Wall St. Rank hold XIFR as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining XPLR Infrastructure LP position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 104 XPLR Infrastructure LP shares in Q1 2024, an estimated $3.16K.
Global Wealth Management Investment Advisory first reported a position in XPLR Infrastructure LP in Q1 2022 and held it in 5 quarters.
Global Wealth Management Investment Advisory's XPLR Infrastructure LP position peaked at $39K in Q2 2022.
327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.