Schwarz Dygos Wheeler Investment Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

Schwarz Dygos Wheeler 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
2022 Q4	–	Sell	-2,800	Closed	-$202K	–	137
2022 Q3	$202K	Hold	2,800	–	–	0.09%	112
2022 Q2	$208K	Hold	2,800	–	–	0.08%	120
2022 Q1	$233K	Hold	2,800	–	–	0.08%	118
2021 Q4	$236K	Hold	2,800	–	–	0.08%	115
2021 Q3	$211K	Hold	2,800	–	–	0.08%	122
2021 Q2	$214K	Buy	+2,800	New	+$200K	0.08%	123

Other funds holding XIFR

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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 $570B AUM 27.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's XIFR Position: Q4 2022 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of XPLR Infrastructure LP (XIFR) in Q4 2022, closing a stake of 2,800 shares — an estimated $202K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in XIFR in Q2 2021 and held it in 6 quarters. The position peaked at $236K in Q4 2021. 419 funds tracked by Wall St. Rank hold XIFR as of Q4 2022.

Schwarz Dygos Wheeler Investment Advisors reported no remaining XPLR Infrastructure LP position as of Q4 2022 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 2,800 XPLR Infrastructure LP shares in Q4 2022, an estimated $202K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in XPLR Infrastructure LP in Q2 2021 and held it in 6 quarters.
Schwarz Dygos Wheeler Investment Advisors's XPLR Infrastructure LP position peaked at $236K in Q4 2021.
419 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2022.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.