XWM
XIFR

Xcel Wealth Management’s XPLR Infrastructure LP XIFR Stock Holding History

Xcel 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
2022
Q2 		– Sell
-2,690
Closed -$224K – 141
2022
Q1 		$224K Hold
2,690
– – 0.06% 130
2021
Q4 		$227K Hold
2,690
– – 0.06% 137
2021
Q3 		$203K Hold
2,690
– – 0.06% 135
2021
Q2 		$205K Buy
+2,690
New +$192K 0.06% 139

Other funds holding XIFR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Xcel Wealth Management's XIFR Position: Q2 2022 in Review

Xcel Wealth Management sold out of XPLR Infrastructure LP (XIFR) in Q2 2022, closing a stake of 2,690 shares — an estimated $224K sold.

Xcel Wealth Management first reported a position in XIFR in Q2 2021 and held it in 4 quarters. The position peaked at $227K in Q4 2021. 384 funds tracked by Wall St. Rank hold XIFR as of Q2 2022.

  • Xcel Wealth Management reported no remaining XPLR Infrastructure LP position as of Q2 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 2,690 XPLR Infrastructure LP shares in Q2 2022, an estimated $224K.
  • Xcel Wealth Management first reported a position in XPLR Infrastructure LP in Q2 2021 and held it in 4 quarters.
  • Xcel Wealth Management's XPLR Infrastructure LP position peaked at $227K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2022.

Based on Xcel Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.