SFS
XIFR

Sowell Financial Services’s XPLR Infrastructure LP XIFR Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-75
Closed -$5K – 2838
2021
Q1 		$5K Hold
75
– – ﹤0.01% 2627
2020
Q4 		$5K Buy
+75
New +$4.83K ﹤0.01% 2298

Other funds holding XIFR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BIC
Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

Sowell Financial Services's XIFR Position: Q2 2021 in Review

Sowell Financial Services sold out of XPLR Infrastructure LP (XIFR) in Q2 2021, closing a stake of 75 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in XIFR in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 367 funds tracked by Wall St. Rank hold XIFR as of Q2 2021.

  • Sowell Financial Services reported no remaining XPLR Infrastructure LP position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 75 XPLR Infrastructure LP shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in XPLR Infrastructure LP in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's XPLR Infrastructure LP position peaked at $5K in Q1 2021.
  • 367 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.