KFI
XIFR

Key Financial Inc’s XPLR Infrastructure LP XIFR Stock Holding History

Key Financial Inc’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
Q4 		– Sell
-316
Closed -$9.38K – 1359
2023
Q3 		$9.38K Hold
316
– – ﹤0.01% 727
2023
Q2 		$18.5K Buy
+316
New +$19K 0.01% 592

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Key Financial Inc's XIFR Position: Q4 2023 in Review

Key Financial Inc sold out of XPLR Infrastructure LP (XIFR) in Q4 2023, closing a stake of 316 shares — an estimated $9.38K sold.

Key Financial Inc first reported a position in XIFR in Q2 2023 and held it in 2 quarters. The position peaked at $18.5K in Q2 2023. 327 funds tracked by Wall St. Rank hold XIFR as of Q4 2023.

  • Key Financial Inc reported no remaining XPLR Infrastructure LP position as of Q4 2023 after selling out during the quarter.
  • Key Financial Inc sold 316 XPLR Infrastructure LP shares in Q4 2023, an estimated $9.38K.
  • Key Financial Inc first reported a position in XPLR Infrastructure LP in Q2 2023 and held it in 2 quarters.
  • Key Financial Inc's XPLR Infrastructure LP position peaked at $18.5K in Q2 2023.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.