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Heritage Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Heritage Wealth 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
2025
Q1 		– Sell
-1,000
Closed -$17.8K – 654
2024
Q4 		$17.8K Hold
1,000
– – ﹤0.01% 394
2024
Q3 		$27.6K Hold
1,000
– – ﹤0.01% 371
2024
Q2 		$27.6K Sell
1,000
-100
-9% -$3.03K ﹤0.01% 362
2024
Q1 		$33.1K Hold
1,100
– – ﹤0.01% 364
2023
Q4 		$33.5K Buy
+1,100
New +$28K ﹤0.01% 370

Other funds holding XIFR

EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Heritage Wealth Advisors's XIFR Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of XPLR Infrastructure LP (XIFR) in Q1 2025, closing a stake of 1,000 shares — an estimated $17.8K sold.

Heritage Wealth Advisors first reported a position in XIFR in Q4 2023 and held it in 5 quarters. The position peaked at $33.5K in Q4 2023. 233 funds tracked by Wall St. Rank hold XIFR as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining XPLR Infrastructure LP position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,000 XPLR Infrastructure LP shares in Q1 2025, an estimated $17.8K.
  • Heritage Wealth Advisors first reported a position in XPLR Infrastructure LP in Q4 2023 and held it in 5 quarters.
  • Heritage Wealth Advisors's XPLR Infrastructure LP position peaked at $33.5K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.