Institutional & Family Asset Management’s XPLR Infrastructure LP XIFR Stock Holding History

Institutional & Family Asset 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
2024 Q2	–	Sell	-5,764	Closed	-$173K	–	789
2024 Q1	$173K	Sell	5,764 -2,347	-29%	-$66.8K	0.03%	149
2023 Q4	$247K	Hold	8,111	–	–	0.04%	137
2023 Q3	$241K	Hold	8,111	–	–	0.04%	134
2023 Q2	$476K	Hold	8,111	–	–	0.08%	114
2023 Q1	$493K	Buy	8,111 +2,943	+57%	+$202K	0.08%	118
2022 Q4	$362K	Hold	5,168	–	–	0.06%	119
2022 Q3	$374K	Hold	5,168	–	–	0.07%	119
2022 Q2	$383K	Hold	5,168	–	–	0.07%	116
2022 Q1	$431K	Hold	5,168	–	–	0.07%	119
2021 Q4	$436K	Hold	5,168	–	–	0.07%	122
2021 Q3	$389K	Hold	5,168	–	–	0.06%	133
2021 Q2	$395K	Buy	5,168 +408	+9%	+$29.2K	0.07%	134
2021 Q1	$347K	Sell	4,760 -1,575	-25%	-$121K	0.07%	143
2020 Q4	$425K	Buy	6,335 +1,824	+40%	+$118K	0.09%	125
2020 Q3	$270K	Hold	4,511	–	–	0.06%	139
2020 Q2	$231K	Hold	4,511	–	–	0.05%	160
2020 Q1	$194K	Buy	+4,511	New	+$239K	0.04%	149

Other funds holding XIFR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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

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

Institutional & Family Asset Management's XIFR Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of XPLR Infrastructure LP (XIFR) in Q2 2024, closing a stake of 5,764 shares — an estimated $173K sold.

Institutional & Family Asset Management first reported a position in XIFR in Q1 2020 and held it in 17 quarters. The position peaked at $493K in Q1 2023. 312 funds tracked by Wall St. Rank hold XIFR as of Q2 2024.

Institutional & Family Asset Management reported no remaining XPLR Infrastructure LP position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 5,764 XPLR Infrastructure LP shares in Q2 2024, an estimated $173K.
Institutional & Family Asset Management first reported a position in XPLR Infrastructure LP in Q1 2020 and held it in 17 quarters.
Institutional & Family Asset Management's XPLR Infrastructure LP position peaked at $493K in Q1 2023.
312 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.