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Ategra Capital Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Ategra Capital 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
Q2 		– Sell
-15,899
Closed -$496K – 34
2024
Q1 		$496K Hold
15,899
– – 0.22% 67
2023
Q4 		$501K Buy
+15,899
New +$430K 0.22% 59

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1832 Asset Management
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TD Asset Management
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CIBC Asset Management
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ategra Capital Management's BIP Position: Q2 2024 in Review

Ategra Capital Management sold out of Brookfield Infrastructure Partners (BIP) in Q2 2024, closing a stake of 15,899 shares — an estimated $496K sold.

Ategra Capital Management first reported a position in BIP in Q4 2023 and held it in 2 quarters. The position peaked at $501K in Q4 2023. 324 funds tracked by Wall St. Rank hold BIP as of Q2 2024.

  • Ategra Capital Management reported no remaining Brookfield Infrastructure Partners position as of Q2 2024 after selling out during the quarter.
  • Ategra Capital Management sold 15,899 Brookfield Infrastructure Partners shares in Q2 2024, an estimated $496K.
  • Ategra Capital Management first reported a position in Brookfield Infrastructure Partners in Q4 2023 and held it in 2 quarters.
  • Ategra Capital Management's Brookfield Infrastructure Partners position peaked at $501K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2024.

Based on Ategra Capital Management's 13F filing for Q2 2024, filed 14 Feb 2025.