Gradient Investments’s XPLR Infrastructure LP XIFR Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-35	Closed	-$2.05K	–	1921
2023 Q2	$2.05K	Hold	35	–	–	﹤0.01%	1153
2023 Q1	$2.13K	Hold	35	–	–	﹤0.01%	1102
2022 Q4	$2.45K	Hold	35	–	–	﹤0.01%	1058
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	1105
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	1013
2022 Q1	$3K	Hold	35	–	–	﹤0.01%	1003
2021 Q4	$3K	Buy	35 +5	+17%	+$418	﹤0.01%	1039
2021 Q3	$2K	Hold	30	–	–	﹤0.01%	1043
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	1028
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	1037
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	999
2020 Q3	$2K	Buy	+30	New	+$1.77K	﹤0.01%	1004

Other funds holding XIFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIA

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments's XIFR Position: Q3 2023 in Review

Gradient Investments sold out of XPLR Infrastructure LP (XIFR) in Q3 2023, closing a stake of 35 shares — an estimated $2.05K sold.

Gradient Investments first reported a position in XIFR in Q3 2020 and held it in 12 quarters. The position peaked at $3K in Q3 2022. 346 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

Gradient Investments reported no remaining XPLR Infrastructure LP position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 35 XPLR Infrastructure LP shares in Q3 2023, an estimated $2.05K.
Gradient Investments first reported a position in XPLR Infrastructure LP in Q3 2020 and held it in 12 quarters.
Gradient Investments's XPLR Infrastructure LP position peaked at $3K in Q3 2022.
346 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.