Security National Bank’s XPLR Infrastructure LP XIFR Stock Holding History

Security National Bank’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 Q4	–	Sell	-1,850	Closed	-$51.1K	–	332
2024 Q3	$51.1K	Hold	1,850	–	–	0.01%	196
2024 Q2	$51.1K	Hold	1,850	–	–	0.01%	193
2024 Q1	$55.6K	Hold	1,850	–	–	0.01%	185
2023 Q4	$56.3K	Buy	+1,850	New	+$47.1K	0.01%	186
2023 Q3	–	Sell	-3,525	Closed	-$207K	–	107
2023 Q2	$207K	Sell	3,525 -102	-3%	-$6.13K	0.05%	103
2023 Q1	$220K	Sell	3,627 -322	-8%	-$22.1K	0.06%	95
2022 Q4	$277K	Buy	3,949 +724	+22%	+$54.2K	0.07%	85
2022 Q3	$233K	Buy	+3,225	New	+$258K	0.07%	90

Other funds holding XIFR

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

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

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

Ensign Peak Advisors

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.01B AUM 30.38% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return