Sigma Planning Corp’s XPLR Infrastructure LP XIFR Stock Holding History

Sigma Planning Corp’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 Q2	–	Sell	-4,160	Closed	-$253K	–	1372
2023 Q1	$253K	Sell	4,160 -778	-16%	-$53.5K	0.01%	1071
2022 Q4	$346K	Buy	4,938 +44	+0.9%	+$3.29K	0.01%	910
2022 Q3	$354K	Buy	4,894 +152	+3%	+$12.2K	0.01%	883
2022 Q2	$352K	Sell	4,742 -16	-0.3%	-$1.15K	0.01%	913
2022 Q1	$397K	Buy	4,758 +204	+4%	+$15.7K	0.01%	937
2021 Q4	$384K	Buy	4,554 +497	+12%	+$41.6K	0.01%	963
2021 Q3	$306K	Sell	4,057 -19	-0.5%	-$1.48K	0.01%	1055
2021 Q2	$311K	Buy	4,076 +691	+20%	+$49.4K	0.01%	1059
2021 Q1	$247K	Buy	+3,385	New	+$260K	0.01%	1098

Other funds holding XIFR

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

MGIM

M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return

CIA

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

PAMS

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Sigma Planning Corp's XIFR Position: Q2 2023 in Review

Sigma Planning Corp sold out of XPLR Infrastructure LP (XIFR) in Q2 2023, closing a stake of 4,160 shares — an estimated $253K sold.

Sigma Planning Corp first reported a position in XIFR in Q1 2021 and held it in 9 quarters. The position peaked at $397K in Q1 2022. 409 funds tracked by Wall St. Rank hold XIFR as of Q2 2023.

Sigma Planning Corp reported no remaining XPLR Infrastructure LP position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 4,160 XPLR Infrastructure LP shares in Q2 2023, an estimated $253K.
Sigma Planning Corp first reported a position in XPLR Infrastructure LP in Q1 2021 and held it in 9 quarters.
Sigma Planning Corp's XPLR Infrastructure LP position peaked at $397K in Q1 2022.
409 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.