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 $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

M&G plc London, United Kingdom $19.3B AUM 16.7% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return