Optimum Investment Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Optimum Investment 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
2024 Q2	–	Sell	-650	Closed	-$19.6K	–	664
2024 Q1	$19.6K	Hold	650	–	–	0.01%	458
2023 Q4	$19.8K	Hold	650	–	–	0.01%	449
2023 Q3	$19.3K	Hold	650	–	–	0.01%	474
2023 Q2	$38.1K	Hold	650	–	–	0.02%	405
2023 Q1	$39.5K	Hold	650	–	–	0.02%	401
2022 Q4	$45.6K	Hold	650	–	–	0.02%	391
2022 Q3	$47K	Hold	650	–	–	0.03%	384
2022 Q2	$48K	Hold	650	–	–	0.02%	404
2022 Q1	$54K	Hold	650	–	–	0.02%	417
2021 Q4	$55K	Hold	650	–	–	0.02%	452
2021 Q3	$49K	Hold	650	–	–	0.02%	456
2021 Q2	$50K	Hold	650	–	–	0.02%	513
2021 Q1	$47K	Hold	650	–	–	0.01%	518
2020 Q4	$44K	Buy	+650	New	+$41.9K	0.01%	499

Other funds holding XIFR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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

EIP

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Optimum Investment Advisors's XIFR Position: Q2 2024 in Review

Optimum Investment Advisors sold out of XPLR Infrastructure LP (XIFR) in Q2 2024, closing a stake of 650 shares — an estimated $19.6K sold.

Optimum Investment Advisors first reported a position in XIFR in Q4 2020 and held it in 14 quarters. The position peaked at $55K in Q4 2021. 312 funds tracked by Wall St. Rank hold XIFR as of Q2 2024.

Optimum Investment Advisors reported no remaining XPLR Infrastructure LP position as of Q2 2024 after selling out during the quarter.
Optimum Investment Advisors sold 650 XPLR Infrastructure LP shares in Q2 2024, an estimated $19.6K.
Optimum Investment Advisors first reported a position in XPLR Infrastructure LP in Q4 2020 and held it in 14 quarters.
Optimum Investment Advisors's XPLR Infrastructure LP position peaked at $55K in Q4 2021.
312 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.