VisionPoint Advisory Group’s XPLR Infrastructure LP XIFR Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-41,271	Closed	-$1.23M	–	902
2023 Q3	$1.23M	Buy	41,271 +13,429	+48%	+$680K	0.53%	58
2023 Q2	$1.63M	Buy	27,842 +20,544	+282%	+$1.24M	0.67%	44
2023 Q1	$377K	Sell	7,298 -1,364	-16%	-$93.8K	0.17%	97
2022 Q4	$630K	Buy	8,662 +1,724	+25%	+$129K	0.26%	65
2022 Q3	$502K	Buy	6,938 +391	+6%	+$31.3K	0.24%	53
2022 Q2	$548K	Buy	+6,547	New	+$470K	0.22%	57
2022 Q1	–	Sell	-2,946	Closed	-$217K	–	108
2021 Q4	$217K	Buy	+2,946	New	+$247K	0.09%	94

Other funds holding XIFR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGIM

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

VisionPoint Advisory Group's XIFR Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of XPLR Infrastructure LP (XIFR) in Q4 2023, closing a stake of 41,271 shares — an estimated $1.23M sold.

VisionPoint Advisory Group first reported a position in XIFR in Q4 2021 and held it in 7 quarters. The position peaked at $1.63M in Q2 2023. 328 funds tracked by Wall St. Rank hold XIFR as of Q4 2023.

VisionPoint Advisory Group reported no remaining XPLR Infrastructure LP position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 41,271 XPLR Infrastructure LP shares in Q4 2023, an estimated $1.23M.
VisionPoint Advisory Group first reported a position in XPLR Infrastructure LP in Q4 2021 and held it in 7 quarters.
VisionPoint Advisory Group's XPLR Infrastructure LP position peaked at $1.63M in Q2 2023.
328 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.