KWM
XIFR

Kingsview Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Kingsview Wealth 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
Q3 		– Sell
-17,370
Closed -$480K – 1167
2024
Q2 		$480K Buy
17,370
+3,479
+25% +$106K 0.01% 694
2024
Q1 		$418K Buy
+13,891
New +$396K 0.01% 718

Other funds holding XIFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Kingsview Wealth Management's XIFR Position: Q3 2024 in Review

Kingsview Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q3 2024, closing a stake of 17,370 shares — an estimated $480K sold.

Kingsview Wealth Management first reported a position in XIFR in Q1 2024 and held it in 2 quarters. The position peaked at $480K in Q2 2024. 304 funds tracked by Wall St. Rank hold XIFR as of Q3 2024.

  • Kingsview Wealth Management reported no remaining XPLR Infrastructure LP position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,370 XPLR Infrastructure LP shares in Q3 2024, an estimated $480K.
  • Kingsview Wealth Management first reported a position in XPLR Infrastructure LP in Q1 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's XPLR Infrastructure LP position peaked at $480K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.