Laird Norton Wetherby Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Laird Norton Wetherby 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
2023 Q3	–	Sell	-4,526	Closed	-$265K	–	985
2023 Q2	$265K	Sell	4,526 -25	-0.5%	-$1.5K	0.01%	762
2023 Q1	$276K	Buy	4,551 +5	+0.1%	+$344	0.02%	734
2022 Q4	$319K	Hold	4,546	–	–	0.02%	664
2022 Q3	$329K	Buy	4,546 +5	+0.1%	+$401	0.02%	627
2022 Q2	$337K	Hold	4,541	–	–	0.02%	639
2022 Q1	$379K	Hold	4,541	–	–	0.02%	611
2021 Q4	$383K	Sell	4,541 -114	-2%	-$9.54K	0.02%	632
2021 Q3	$351K	Sell	4,655 -500	-10%	-$39K	0.02%	640
2021 Q2	$394K	Buy	5,155 +1,955	+61%	+$140K	0.02%	605
2021 Q1	$233K	Sell	3,200 -1,485	-32%	-$114K	0.02%	700
2020 Q4	$314K	Buy	+4,685	New	+$302K	0.02%	651

Other funds holding XIFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's XIFR Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q3 2023, closing a stake of 4,526 shares — an estimated $265K sold.

Laird Norton Wetherby Wealth Management first reported a position in XIFR in Q4 2020 and held it in 11 quarters. The position peaked at $394K in Q2 2021. 346 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

Laird Norton Wetherby Wealth Management reported no remaining XPLR Infrastructure LP position as of Q3 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 4,526 XPLR Infrastructure LP shares in Q3 2023, an estimated $265K.
Laird Norton Wetherby Wealth Management first reported a position in XPLR Infrastructure LP in Q4 2020 and held it in 11 quarters.
Laird Norton Wetherby Wealth Management's XPLR Infrastructure LP position peaked at $394K in Q2 2021.
346 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.