PIWA
XIFR

Prevail Innovative Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Prevail Innovative Wealth 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
-65,309
Closed -$1.96M – 194
2024
Q1 		$1.96M Buy
+65,309
New +$1.86M 0.73% 60
2023
Q3 		– Sell
-18,730
Closed -$1.1M – 170
2023
Q2 		$1.1M Buy
+18,730
New +$1.13M 0.6% 50

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
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
BC
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
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Prevail Innovative Wealth Advisors's XIFR Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of XPLR Infrastructure LP (XIFR) in Q2 2024, closing a stake of 65,309 shares — an estimated $1.96M sold.

Prevail Innovative Wealth Advisors first reported a position in XIFR in Q2 2023 and held it in 2 quarters. The position peaked at $1.96M in Q1 2024. 312 funds tracked by Wall St. Rank hold XIFR as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining XPLR Infrastructure LP position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 65,309 XPLR Infrastructure LP shares in Q2 2024, an estimated $1.96M.
  • Prevail Innovative Wealth Advisors first reported a position in XPLR Infrastructure LP in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's XPLR Infrastructure LP position peaked at $1.96M in Q1 2024.
  • 312 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.