MWM
XIFR

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

Madison 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
-16,540
Closed -$970K – 158
2023
Q2 		$970K Buy
+16,540
New +$995K 0.2% 94

Other funds holding XIFR

BlackRock
BlackRock New York $5.72T 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 $105B AUM 38.07% 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 $570B AUM 27.57% 1-Year Est. Return

Madison Wealth Management's XIFR Position: Q3 2023 in Review

Madison Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q3 2023, closing a stake of 16,540 shares — an estimated $970K sold.

Madison Wealth Management first reported a position in XIFR in Q2 2023 and held it in 1 quarter. The position peaked at $970K in Q2 2023. 347 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

  • Madison Wealth Management reported no remaining XPLR Infrastructure LP position as of Q3 2023 after selling out during the quarter.
  • Madison Wealth Management sold 16,540 XPLR Infrastructure LP shares in Q3 2023, an estimated $970K.
  • Madison Wealth Management first reported a position in XPLR Infrastructure LP in Q2 2023 and held it in 1 quarter.
  • Madison Wealth Management's XPLR Infrastructure LP position peaked at $970K in Q2 2023.
  • 347 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.