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Plante Moran Financial Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-735
Closed -$22.4K – 940
2023
Q4 		$22.4K Buy
+735
New +$18.7K ﹤0.01% 439
2016
Q2 		– Sell
-155
Closed -$4K – 951
2016
Q1 		$4K Buy
+155
New +$4.14K ﹤0.01% 634

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's XIFR Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of XPLR Infrastructure LP (XIFR) in Q1 2024, closing a stake of 735 shares — an estimated $22.4K sold.

Plante Moran Financial Advisors first reported a position in XIFR in Q1 2016 and held it in 2 quarters. The position peaked at $22.4K in Q4 2023. 327 funds tracked by Wall St. Rank hold XIFR as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining XPLR Infrastructure LP position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 735 XPLR Infrastructure LP shares in Q1 2024, an estimated $22.4K.
  • Plante Moran Financial Advisors first reported a position in XPLR Infrastructure LP in Q1 2016 and held it in 2 quarters.
  • Plante Moran Financial Advisors's XPLR Infrastructure LP position peaked at $22.4K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.