TWM
XIFR

Tradition Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-195
Closed -$6K – 1231
2023
Q4 		$6K Sell
195
-50
-20% -$1.27K ﹤0.01% 1130
2023
Q3 		$7K Sell
245
-37
-13% -$1.87K ﹤0.01% 1112
2023
Q2 		$17K Buy
282
+54
+24% +$3.25K ﹤0.01% 918
2023
Q1 		$14K Buy
228
+37
+19% +$2.54K ﹤0.01% 918
2022
Q4 		$13K Hold
191
– – ﹤0.01% 853
2022
Q3 		$14K Hold
191
– – ﹤0.01% 856
2022
Q2 		$14K Sell
191
-100
-34% -$7.17K ﹤0.01% 746
2022
Q1 		$24K Hold
291
– – ﹤0.01% 682
2021
Q4 		$25K Hold
291
– – ﹤0.01% 682
2021
Q3 		$22K Buy
291
+100
+52% +$7.8K ﹤0.01% 706
2021
Q2 		$15K Hold
191
– – ﹤0.01% 839
2021
Q1 		$14K Sell
191
-100
-34% -$7.69K ﹤0.01% 715
2020
Q4 		$20K Buy
+291
New +$18.8K ﹤0.01% 592

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tradition Wealth Management's XIFR Position: Q1 2024 in Review

Tradition Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q1 2024, closing a stake of 195 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in XIFR in Q4 2020 and held it in 13 quarters. The position peaked at $25K in Q4 2021. 327 funds tracked by Wall St. Rank hold XIFR as of Q1 2024.

  • Tradition Wealth Management reported no remaining XPLR Infrastructure LP position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 195 XPLR Infrastructure LP shares in Q1 2024, an estimated $6K.
  • Tradition Wealth Management first reported a position in XPLR Infrastructure LP in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's XPLR Infrastructure LP position peaked at $25K in Q4 2021.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.