WLPWM
XIFR

Walled Lake Planning & Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Walled Lake Planning & 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
Q4 		– Sell
-11,194
Closed -$309K – 138
2024
Q3 		$309K Buy
11,194
+1,975
+21% +$51.2K 0.12% 97
2024
Q2 		$255K Buy
+9,219
New +$280K 0.1% 100

Other funds holding XIFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $19.4B AUM 16.7% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $310M AUM 35.87% 1-Year Est. Return

Walled Lake Planning & Wealth Management's XIFR Position: Q4 2024 in Review

Walled Lake Planning & Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q4 2024, closing a stake of 11,194 shares — an estimated $309K sold.

Walled Lake Planning & Wealth Management first reported a position in XIFR in Q2 2024 and held it in 2 quarters. The position peaked at $309K in Q3 2024. 284 funds tracked by Wall St. Rank hold XIFR as of Q4 2024.

  • Walled Lake Planning & Wealth Management reported no remaining XPLR Infrastructure LP position as of Q4 2024 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 11,194 XPLR Infrastructure LP shares in Q4 2024, an estimated $309K.
  • Walled Lake Planning & Wealth Management first reported a position in XPLR Infrastructure LP in Q2 2024 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's XPLR Infrastructure LP position peaked at $309K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2024.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.