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

Liberty 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
2021 Q4	–	Sell	-520	Closed	-$39K	–	1148
2021 Q3	$39K	Hold	520	–	–	0.01%	476
2021 Q2	$40K	Hold	520	–	–	0.02%	373
2021 Q1	$43K	Hold	520	–	–	0.02%	307
2020 Q4	$43K	Hold	520	–	–	0.02%	304
2020 Q3	$31K	Hold	520	–	–	0.02%	325
2020 Q2	$27K	Hold	520	–	–	0.02%	336
2020 Q1	$22K	Hold	520	–	–	0.02%	347
2019 Q4	$27K	Hold	520	–	–	0.02%	364
2019 Q3	$27K	Hold	520	–	–	0.03%	348
2019 Q2	$25K	Hold	520	–	–	0.02%	373
2019 Q1	$24K	Hold	520	–	–	0.02%	323
2018 Q4	$22K	Buy	+520	New	+$23.7K	0.02%	314

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TCA

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Liberty Wealth Management's XIFR Position: Q4 2021 in Review

Liberty Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q4 2021, closing a stake of 520 shares — an estimated $39K sold.

Liberty Wealth Management first reported a position in XIFR in Q4 2018 and held it in 12 quarters. The position peaked at $43K in Q1 2021. 394 funds tracked by Wall St. Rank hold XIFR as of Q4 2021.

Liberty Wealth Management reported no remaining XPLR Infrastructure LP position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 520 XPLR Infrastructure LP shares in Q4 2021, an estimated $39K.
Liberty Wealth Management first reported a position in XPLR Infrastructure LP in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's XPLR Infrastructure LP position peaked at $43K in Q1 2021.
394 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.