WA
XIFR

Wealth Alliance’s XPLR Infrastructure LP XIFR Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-4,626
Closed -$271K – 535
2023
Q2 		$271K Buy
4,626
+1,000
+28% +$60.1K 0.04% 403
2023
Q1 		$220K Hold
3,626
– – 0.04% 452
2022
Q4 		$254K Hold
3,626
– – 0.05% 393
2022
Q3 		$262K Hold
3,626
– – 0.05% 354
2022
Q2 		$269K Hold
3,626
– – 0.05% 351
2022
Q1 		$302K Hold
3,626
– – 0.06% 326
2021
Q4 		$306K Hold
3,626
– – 0.06% 323
2021
Q3 		$273K Hold
3,626
– – 0.06% 336
2021
Q2 		$277K Hold
3,626
– – 0.07% 345
2021
Q1 		$264K Sell
3,626
-250
-6% -$19.2K 0.07% 325
2020
Q4 		$260K Buy
+3,876
New +$250K 0.08% 309

Other funds holding XIFR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return