TFC Financial Management’s XPLR Infrastructure LP XIFR Stock Holding History

TFC Financial Management’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	-210	Closed	-$12.8K	–	774
2023 Q1	$12.8K	Buy	+210	New	+$14.4K	﹤0.01%	356
2022 Q1	–	Sell	-120	Closed	-$10K	–	600
2021 Q4	$10K	Hold	120	–	–	﹤0.01%	343
2021 Q3	$9K	Buy	120 +32	+36%	+$2.5K	﹤0.01%	347
2021 Q2	$7K	Hold	88	–	–	﹤0.01%	349
2021 Q1	$6K	Hold	88	–	–	﹤0.01%	351
2020 Q4	$6K	Buy	88 +38	+76%	+$2.45K	﹤0.01%	353
2020 Q3	$3K	Buy	+50	New	+$2.96K	﹤0.01%	382

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

TFC Financial Management's XIFR Position: Q2 2023 in Review

TFC Financial Management sold out of XPLR Infrastructure LP (XIFR) in Q2 2023, closing a stake of 210 shares — an estimated $12.8K sold.

TFC Financial Management first reported a position in XIFR in Q3 2020 and held it in 7 quarters. The position peaked at $12.8K in Q1 2023. 409 funds tracked by Wall St. Rank hold XIFR as of Q2 2023.

TFC Financial Management reported no remaining XPLR Infrastructure LP position as of Q2 2023 after selling out during the quarter.
TFC Financial Management sold 210 XPLR Infrastructure LP shares in Q2 2023, an estimated $12.8K.
TFC Financial Management first reported a position in XPLR Infrastructure LP in Q3 2020 and held it in 7 quarters.
TFC Financial Management's XPLR Infrastructure LP position peaked at $12.8K in Q1 2023.
409 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.