MLA
XIFR

My Legacy Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

My Legacy Advisors’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
-9,605
Closed -$563K – 222
2023
Q2 		$563K Buy
9,605
+425
+5% +$25.6K 0.22% 138
2023
Q1 		$559K Buy
9,180
+106
+1% +$7.29K 0.24% 139
2022
Q4 		$653K Buy
9,074
+1,588
+21% +$119K 0.28% 134
2022
Q3 		$509K Buy
7,486
+1,455
+24% +$117K 0.26% 141
2022
Q2 		$452K Buy
6,031
+1,060
+21% +$76.1K 0.23% 148
2022
Q1 		$414K Buy
+4,971
New +$382K 0.19% 144

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
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
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 $672B AUM 33.48% 1-Year Est. Return

My Legacy Advisors's XIFR Position: Q3 2023 in Review

My Legacy Advisors sold out of XPLR Infrastructure LP (XIFR) in Q3 2023, closing a stake of 9,605 shares — an estimated $563K sold.

My Legacy Advisors first reported a position in XIFR in Q1 2022 and held it in 6 quarters. The position peaked at $653K in Q4 2022. 346 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

  • My Legacy Advisors reported no remaining XPLR Infrastructure LP position as of Q3 2023 after selling out during the quarter.
  • My Legacy Advisors sold 9,605 XPLR Infrastructure LP shares in Q3 2023, an estimated $563K.
  • My Legacy Advisors first reported a position in XPLR Infrastructure LP in Q1 2022 and held it in 6 quarters.
  • My Legacy Advisors's XPLR Infrastructure LP position peaked at $653K in Q4 2022.
  • 346 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

Based on My Legacy Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.