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Kaizen Financial Strategies’s XPLR Infrastructure LP XIFR Stock Holding History

Kaizen Financial Strategies’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
Q4 		– Sell
-12,092
Closed -$334K – 151
2024
Q3 		$334K Buy
12,092
+3,865
+47% +$100K 0.19% 91
2024
Q2 		$217K Sell
8,227
-917
-10% -$27.8K 0.14% 120
2024
Q1 		$275K Buy
9,144
+854
+10% +$24.3K 0.19% 90
2023
Q4 		$252K Buy
+8,290
New +$211K 0.19% 92
2023
Q3 		– Sell
-7,091
Closed -$421K – 127
2023
Q2 		$421K Buy
7,091
+1,247
+21% +$75K 0.36% 52
2023
Q1 		$355K Buy
5,844
+537
+10% +$36.9K 0.35% 51
2022
Q4 		$404K Sell
5,307
-1,004
-16% -$75.2K 0.4% 58
2022
Q3 		$456K Buy
6,311
+57
+0.9% +$4.57K 0.46% 53
2022
Q2 		$464K Buy
6,254
+72
+1% +$5.17K 0.46% 56
2022
Q1 		$515K Buy
6,182
+109
+2% +$8.38K 0.4% 63
2021
Q4 		$513K Buy
6,073
+105
+2% +$8.79K 0.38% 67
2021
Q3 		$450K Buy
+5,968
New +$465K 0.36% 72
2021
Q1 		$480K Buy
6,581
+49
+0.8% +$3.77K 0.46% 66
2020
Q4 		$438K Buy
+6,532
New +$421K 0.49% 63

Other funds holding XIFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $395M AUM 53.96% 1-Year Est. Return

Kaizen Financial Strategies's XIFR Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of XPLR Infrastructure LP (XIFR) in Q4 2024, closing a stake of 12,092 shares — an estimated $334K sold.

Kaizen Financial Strategies first reported a position in XIFR in Q4 2020 and held it in 14 quarters. The position peaked at $515K in Q1 2022. 284 funds tracked by Wall St. Rank hold XIFR as of Q4 2024.

  • Kaizen Financial Strategies reported no remaining XPLR Infrastructure LP position as of Q4 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 12,092 XPLR Infrastructure LP shares in Q4 2024, an estimated $334K.
  • Kaizen Financial Strategies first reported a position in XPLR Infrastructure LP in Q4 2020 and held it in 14 quarters.
  • Kaizen Financial Strategies's XPLR Infrastructure LP position peaked at $515K in Q1 2022.
  • 284 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.