HB Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

HB Wealth 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
2023 Q3	–	Sell	-3,790	Closed	-$222K	–	788
2023 Q2	$222K	Hold	3,790	–	–	﹤0.01%	643
2023 Q1	$230K	Hold	3,790	–	–	﹤0.01%	630
2022 Q4	$266K	Hold	3,790	–	–	﹤0.01%	552
2022 Q3	$274K	Sell	3,790 -64	-2%	-$5.13K	0.01%	463
2022 Q2	$286K	Buy	3,854 +215	+6%	+$15.4K	0.01%	448
2022 Q1	$303K	Hold	3,639	–	–	0.01%	452
2021 Q4	$307K	Buy	+3,639	New	+$305K	0.01%	385

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

HB Wealth Management's XIFR Position: Q3 2023 in Review

HB Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q3 2023, closing a stake of 3,790 shares — an estimated $222K sold.

HB Wealth Management first reported a position in XIFR in Q4 2021 and held it in 7 quarters. The position peaked at $307K in Q4 2021. 346 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

HB Wealth Management reported no remaining XPLR Infrastructure LP position as of Q3 2023 after selling out during the quarter.
HB Wealth Management sold 3,790 XPLR Infrastructure LP shares in Q3 2023, an estimated $222K.
HB Wealth Management first reported a position in XPLR Infrastructure LP in Q4 2021 and held it in 7 quarters.
HB Wealth Management's XPLR Infrastructure LP position peaked at $307K in Q4 2021.
346 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

Based on HB Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.