IAA
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Independent Advisor Alliance’s XPLR Infrastructure LP XIFR Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-3,715
Closed -$226K – 704
2023
Q1 		$226K Buy
+3,715
New +$255K 0.01% 583
2022
Q4 		– Sell
-4,998
Closed -$361K – 647
2022
Q3 		$361K Hold
4,998
– – 0.02% 445
2022
Q2 		$371K Buy
4,998
+45
+0.9% +$3.23K 0.02% 442
2022
Q1 		$413K Buy
+4,953
New +$381K 0.02% 439

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
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
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's XIFR Position: Q2 2023 in Review

Independent Advisor Alliance sold out of XPLR Infrastructure LP (XIFR) in Q2 2023, closing a stake of 3,715 shares — an estimated $226K sold.

Independent Advisor Alliance first reported a position in XIFR in Q1 2022 and held it in 4 quarters. The position peaked at $413K in Q1 2022. 409 funds tracked by Wall St. Rank hold XIFR as of Q2 2023.

  • Independent Advisor Alliance reported no remaining XPLR Infrastructure LP position as of Q2 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,715 XPLR Infrastructure LP shares in Q2 2023, an estimated $226K.
  • Independent Advisor Alliance first reported a position in XPLR Infrastructure LP in Q1 2022 and held it in 4 quarters.
  • Independent Advisor Alliance's XPLR Infrastructure LP position peaked at $413K in Q1 2022.
  • 409 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2023.

Based on Independent Advisor Alliance's 13F filing for Q2 2023, filed 28 Jul 2023.