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Wealth Advisory Solutions’s XPLR Infrastructure LP XIFR Stock Holding History

Wealth Advisory Solutions’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
-24,936
Closed -$689K – 136
2024
Q3 		$689K Sell
24,936
-3,274
-12% -$84.9K 0.19% 70
2024
Q2 		$780K Buy
28,210
+4,768
+20% +$145K 0.21% 69
2024
Q1 		$705K Buy
23,442
+11,638
+99% +$331K 0.18% 72
2023
Q4 		$359K Sell
11,804
-8,725
-43% -$222K 0.13% 65
2023
Q3 		$618K Buy
+20,529
New +$1.04M 0.12% 87

Other funds holding XIFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RGC
Redwood Grove Capital Palo Alto, California $395M AUM 53.96% 1-Year Est. Return

Wealth Advisory Solutions's XIFR Position: Q4 2024 in Review

Wealth Advisory Solutions sold out of XPLR Infrastructure LP (XIFR) in Q4 2024, closing a stake of 24,936 shares — an estimated $689K sold.

Wealth Advisory Solutions first reported a position in XIFR in Q3 2023 and held it in 5 quarters. The position peaked at $780K in Q2 2024. 284 funds tracked by Wall St. Rank hold XIFR as of Q4 2024.

  • Wealth Advisory Solutions reported no remaining XPLR Infrastructure LP position as of Q4 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 24,936 XPLR Infrastructure LP shares in Q4 2024, an estimated $689K.
  • Wealth Advisory Solutions first reported a position in XPLR Infrastructure LP in Q3 2023 and held it in 5 quarters.
  • Wealth Advisory Solutions's XPLR Infrastructure LP position peaked at $780K in Q2 2024.
  • 284 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q4 2024.

Based on Wealth Advisory Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.