9WM
BIP icon

9258 Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

9258 Wealth Management’s Portfolio BIP Stock Details BIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$283K Buy
8,084
+37
+0.5% +$1.16K 0.04% 278
2024
Q2 		$221K Buy
8,047
+33
+0.4% +$940 0.03% 316
2024
Q1 		$250K Buy
8,014
+30
+0.4% +$910 0.04% 287
2023
Q4 		$251K Buy
7,984
+33
+0.4% +$893 0.04% 277
2023
Q3 		$234K Buy
7,951
+25
+0.3% +$827 0.05% 282
2023
Q2 		$289K Buy
7,926
+26
+0.3% +$927 0.05% 257
2023
Q1 		$267K Buy
7,900
+27
+0.3% +$910 0.05% 264
2022
Q4 		$244K Buy
7,873
+23
+0.3% +$803 0.05% 275
2022
Q3 		$282K Sell
7,850
-991
-11% -$39.8K 0.07% 250
2022
Q2 		$338K Buy
8,841
+16
+0.2% +$657 0.09% 229
2022
Q1 		$390K Buy
8,825
+20
+0.2% +$807 0.09% 229
2021
Q4 		$358K Buy
8,805
+19
+0.2% +$734 0.08% 251
2021
Q3 		$329K Buy
8,786
+20
+0.2% +$743 0.09% 241
2021
Q2 		$324K Buy
8,766
+21
+0.2% +$759 0.09% 243
2021
Q1 		$311K Buy
8,745
+43
+0.5% +$1.5K 0.09% 241
2020
Q4 		$287K Sell
8,702
-403
-4% -$13.1K 0.09% 234
2020
Q3 		$260K Sell
9,105
-57
-0.6% -$1.68K 0.1% 223
2020
Q2 		$251K Hold
9,162
– – 0.1% 229
2020
Q1 		$239K Buy
9,162
+376
+4% +$11K 0.11% 218
2019
Q4 		$261K Buy
8,786
+257
+3% +$7.7K 0.1% 236
2019
Q3 		$252K Buy
8,529
+55
+0.6% +$1.49K 0.2% 145
2019
Q2 		$216K Buy
+8,474
New +$211K 0.17% 153

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

9258 Wealth Management's BIP Position: Q3 2024 in Review

9258 Wealth Management increased its Brookfield Infrastructure Partners (BIP) stake by 0.46% in Q3 2024, buying an estimated $1.16K and bringing the position to 8,084 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #278.

9258 Wealth Management first reported a position in BIP in Q2 2019 and has held it in 22 quarters since. The position peaked at $390K in Q1 2022. 349 funds tracked by Wall St. Rank hold BIP as of Q3 2024.

  • 9258 Wealth Management held 8,084 shares of Brookfield Infrastructure Partners worth $283K as of Q3 2024.
  • 9258 Wealth Management bought 37 Brookfield Infrastructure Partners shares in Q3 2024, an estimated $1.16K.
  • Brookfield Infrastructure Partners made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #278 holding.
  • 9258 Wealth Management first reported a position in Brookfield Infrastructure Partners in Q2 2019 and has held it in 22 quarters since.
  • 9258 Wealth Management's Brookfield Infrastructure Partners position peaked at $390K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.