Wealth Enhancement Advisory Services
XIFR icon

Wealth Enhancement Advisory Services’s XPLR Infrastructure LP XIFR Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-7,273
Closed -$221K – 2588
2023
Q4 		$221K Sell
7,273
-8,000
-52% -$204K ﹤0.01% 2034
2023
Q3 		$454K Buy
+15,273
New +$774K ﹤0.01% 1485

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Advisory Services's XIFR Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of XPLR Infrastructure LP (XIFR) in Q1 2024, closing a stake of 7,273 shares — an estimated $221K sold.

Wealth Enhancement Advisory Services first reported a position in XIFR in Q3 2023 and held it in 2 quarters. The position peaked at $454K in Q3 2023. 327 funds tracked by Wall St. Rank hold XIFR as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining XPLR Infrastructure LP position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 7,273 XPLR Infrastructure LP shares in Q1 2024, an estimated $221K.
  • Wealth Enhancement Advisory Services first reported a position in XPLR Infrastructure LP in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's XPLR Infrastructure LP position peaked at $454K in Q3 2023.
  • 327 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.