LNWWM
XIFR

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $6.22B AUM 18.97% 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 $9.6B AUM 19.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return