AWM
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AE Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

AE 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
Q1 		– Sell
-18,423
Closed -$575K – 1224
2023
Q4 		$575K Buy
18,423
+5,660
+44% +$153K ﹤0.01% 1368
2023
Q3 		$375K Buy
12,763
+1,647
+15% +$54.5K ﹤0.01% 1514
2023
Q2 		$406K Buy
11,116
+1,415
+15% +$50.4K ﹤0.01% 1486
2023
Q1 		$328K Sell
9,701
-122
-1% -$4.11K ﹤0.01% 1508
2022
Q4 		$304K Sell
9,823
-572
-6% -$20K ﹤0.01% 1495
2022
Q3 		$373K Buy
10,395
+3,385
+48% +$136K ﹤0.01% 1387
2022
Q2 		$268K Sell
7,010
-1,644
-19% -$67.5K ﹤0.01% 1481
2022
Q1 		$382K Sell
8,654
-1,119
-11% -$45.2K ﹤0.01% 1325
2021
Q4 		$396K Buy
9,773
+1,233
+14% +$47.6K ﹤0.01% 1348
2021
Q3 		$319K Buy
8,540
+299
+4% +$11.1K ﹤0.01% 1340
2021
Q2 		$305K Sell
8,241
-2,018
-20% -$73K ﹤0.01% 1341
2021
Q1 		$364K Buy
10,259
+63
+0.6% +$2.2K ﹤0.01% 1184
2020
Q4 		$336K Sell
10,196
-345
-3% -$11.2K ﹤0.01% 1100
2020
Q3 		$335K Sell
10,541
-8,668
-45% -$255K ﹤0.01% 1003
2020
Q2 		$526K Buy
+19,209
New +$512K 0.01% 859

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B 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 $75.5B AUM 35.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return