TSWM
XIFR icon

Tyler-Stone Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-17
Closed -$470 – 977
2024
Q2 		$470 Hold
17
– – ﹤0.01% 933
2024
Q1 		$511 Hold
17
– – ﹤0.01% 921
2023
Q4 		$517 Hold
17
– – ﹤0.01% 897
2023
Q3 		$1K Hold
17
– – ﹤0.01% 896
2023
Q2 		$1K Buy
+17
New +$1.02K ﹤0.01% 883
2022
Q4 		$1K Hold
17
– – ﹤0.01% 850
2022
Q3 		$1K Hold
17
– – ﹤0.01% 847
2022
Q2 		$1K Buy
+17
New +$1.22K ﹤0.01% 847

Other funds holding XIFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $395M AUM 53.96% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Tyler-Stone Wealth Management's XIFR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q3 2024, closing a stake of 17 shares — an estimated $470 sold.

Tyler-Stone Wealth Management first reported a position in XIFR in Q2 2022 and held it in 8 quarters. The position peaked at $1K in Q3 2023. 304 funds tracked by Wall St. Rank hold XIFR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining XPLR Infrastructure LP position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 17 XPLR Infrastructure LP shares in Q3 2024, an estimated $470.
  • Tyler-Stone Wealth Management first reported a position in XPLR Infrastructure LP in Q2 2022 and held it in 8 quarters.
  • Tyler-Stone Wealth Management's XPLR Infrastructure LP position peaked at $1K in Q3 2023.
  • 304 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.