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

Accurate 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
-575
Closed -$19.2K – 372
2022
Q4 		$19.2K Buy
+575
New +$20.1K 0.01% 696

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

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

Accurate Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q1 2023, closing a stake of 575 shares — an estimated $19.2K sold.

Accurate Wealth Management first reported a position in BIP in Q4 2022 and held it in 1 quarter. The position peaked at $19.2K in Q4 2022. 324 funds tracked by Wall St. Rank hold BIP as of Q1 2023.

  • Accurate Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 575 Brookfield Infrastructure Partners shares in Q1 2023, an estimated $19.2K.
  • Accurate Wealth Management first reported a position in Brookfield Infrastructure Partners in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Brookfield Infrastructure Partners position peaked at $19.2K in Q4 2022.
  • 324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2023.

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