SWA
XIFR

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $6.22B AUM 18.97% 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 $9.6B AUM 19.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return