Plancorp LLC’s XPLR Infrastructure LP XIFR Stock Holding History

Plancorp LLC’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 Q1	–	Sell	-3,000	Closed	-$210K	–	258
2022 Q4	$210K	Hold	3,000	–	–	0.01%	226
2022 Q3	$217K	Hold	3,000	–	–	0.01%	212
2022 Q2	$222K	Hold	3,000	–	–	0.01%	220
2022 Q1	$250K	Hold	3,000	–	–	0.02%	219
2021 Q4	$253K	Hold	3,000	–	–	0.02%	213
2021 Q3	$226K	Buy	+3,000	New	+$234K	0.02%	218

Other funds holding XIFR

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

EIP

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Plancorp LLC's XIFR Position: Q1 2023 in Review

Plancorp LLC sold out of XPLR Infrastructure LP (XIFR) in Q1 2023, closing a stake of 3,000 shares — an estimated $210K sold.

Plancorp LLC first reported a position in XIFR in Q3 2021 and held it in 6 quarters. The position peaked at $253K in Q4 2021. 407 funds tracked by Wall St. Rank hold XIFR as of Q1 2023.

Plancorp LLC reported no remaining XPLR Infrastructure LP position as of Q1 2023 after selling out during the quarter.
Plancorp LLC sold 3,000 XPLR Infrastructure LP shares in Q1 2023, an estimated $210K.
Plancorp LLC first reported a position in XPLR Infrastructure LP in Q3 2021 and held it in 6 quarters.
Plancorp LLC's XPLR Infrastructure LP position peaked at $253K in Q4 2021.
407 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2023.

Based on Plancorp LLC's 13F filing for Q1 2023, filed 11 May 2023.