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

Altium 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
2022 Q2	$400K	Sell	10,465 -1	-0%	-$41	0.03%	268
2022 Q1	$462K	Hold	10,466	–	–	0.03%	268
2021 Q4	$424K	Sell	10,466 -1,210	-10%	-$46.7K	0.03%	279
2021 Q3	$437K	Buy	11,676 +2,143	+22%	+$79.6K	0.03%	248
2021 Q2	$353K	Hold	9,533	–	–	0.03%	290
2021 Q1	$338K	Buy	+9,533	New	+$332K	0.03%	288

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Altium Wealth Management's BIP Position: Q2 2022 in Review

Altium Wealth Management reduced its Brookfield Infrastructure Partners (BIP) stake by 0.01% in Q2 2022, selling an estimated $41 and leaving 10,465 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #268.

Altium Wealth Management first reported a position in BIP in Q1 2021 and has held it in 6 quarters since. The position peaked at $462K in Q1 2022. 351 funds tracked by Wall St. Rank hold BIP as of Q2 2022.

Altium Wealth Management held 10,465 shares of Brookfield Infrastructure Partners worth $400K as of Q2 2022.
Altium Wealth Management sold 1 Brookfield Infrastructure Partners share in Q2 2022, an estimated $41.
Brookfield Infrastructure Partners made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #268 holding.
Altium Wealth Management first reported a position in Brookfield Infrastructure Partners in Q1 2021 and has held it in 6 quarters since.
Altium Wealth Management's Brookfield Infrastructure Partners position peaked at $462K in Q1 2022.
351 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.