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

Accel 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
2023
Q1 		– Sell
-91
Closed -$2.82K – 1259
2022
Q4 		$2.82K Buy
+91
New +$3.18K ﹤0.01% 873

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Accel Wealth Management's BIP Position: Q1 2023 in Review

Accel Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q1 2023, closing a stake of 91 shares — an estimated $2.82K sold.

Accel Wealth Management first reported a position in BIP in Q4 2022 and held it in 1 quarter. The position peaked at $2.82K in Q4 2022. 324 funds tracked by Wall St. Rank hold BIP as of Q1 2023.

  • Accel Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q1 2023 after selling out during the quarter.
  • Accel Wealth Management sold 91 Brookfield Infrastructure Partners shares in Q1 2023, an estimated $2.82K.
  • Accel Wealth Management first reported a position in Brookfield Infrastructure Partners in Q4 2022 and held it in 1 quarter.
  • Accel Wealth Management's Brookfield Infrastructure Partners position peaked at $2.82K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2023.

Based on Accel Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.