LWM
XIFR

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
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return