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Accel Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Accel Wealth Management’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$389 – 1260
2022
Q4 		$389 Buy
+10
New +$425 ﹤0.01% 1026

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Accel Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q1 2023, closing a stake of 10 shares — an estimated $389 sold.

Accel Wealth Management first reported a position in BIPC in Q4 2022 and held it in 1 quarter. The position peaked at $389 in Q4 2022. 307 funds tracked by Wall St. Rank hold BIPC as of Q1 2023.

  • Accel Wealth Management reported no remaining Brookfield Infrastructure position as of Q1 2023 after selling out during the quarter.
  • Accel Wealth Management sold 10 Brookfield Infrastructure shares in Q1 2023, an estimated $389.
  • Accel Wealth Management first reported a position in Brookfield Infrastructure in Q4 2022 and held it in 1 quarter.
  • Accel Wealth Management's Brookfield Infrastructure position peaked at $389 in Q4 2022.
  • 307 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2023.

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