SFMG Wealth Advisors’s XPLR Infrastructure LP XIFR Stock Holding History

SFMG 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
2023 Q3	–	Sell	-4,325	Closed	-$254K	–	277
2023 Q2	$254K	Hold	4,325	–	–	0.03%	196
2023 Q1	$263K	Hold	4,325	–	–	0.03%	198
2022 Q4	$303K	Hold	4,325	–	–	0.03%	180
2022 Q3	$300K	Sell	4,325 -1,299	-23%	-$104K	0.04%	172
2022 Q2	$417K	Buy	5,624 +15	+0.3%	+$1.08K	0.05%	142
2022 Q1	$468K	Buy	5,609 +746	+15%	+$57.4K	0.05%	148
2021 Q4	$410K	Buy	4,863 +738	+18%	+$61.8K	0.04%	171
2021 Q3	$311K	Buy	4,125 +125	+3%	+$9.75K	0.03%	188
2021 Q2	$305K	Hold	4,000	–	–	0.03%	193
2021 Q1	$292K	Buy	4,000 +200	+5%	+$15.4K	0.03%	186
2020 Q4	$255K	Buy	+3,800	New	+$245K	0.03%	186

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

SFMG Wealth Advisors's XIFR Position: Q3 2023 in Review

SFMG Wealth Advisors sold out of XPLR Infrastructure LP (XIFR) in Q3 2023, closing a stake of 4,325 shares — an estimated $254K sold.

SFMG Wealth Advisors first reported a position in XIFR in Q4 2020 and held it in 11 quarters. The position peaked at $468K in Q1 2022. 346 funds tracked by Wall St. Rank hold XIFR as of Q3 2023.

SFMG Wealth Advisors reported no remaining XPLR Infrastructure LP position as of Q3 2023 after selling out during the quarter.
SFMG Wealth Advisors sold 4,325 XPLR Infrastructure LP shares in Q3 2023, an estimated $254K.
SFMG Wealth Advisors first reported a position in XPLR Infrastructure LP in Q4 2020 and held it in 11 quarters.
SFMG Wealth Advisors's XPLR Infrastructure LP position peaked at $468K in Q1 2022.
346 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2023.

Based on SFMG Wealth Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.