AWS
BIP icon

Atria Wealth Solutions’s Brookfield Infrastructure Partners BIP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-10,030
Closed -$299K – 1502
2025
Q1 		$299K Buy
10,030
+101
+1% +$3.17K ﹤0.01% 1468
2024
Q4 		$316K Sell
9,929
-177
-2% -$6.04K ﹤0.01% 1518
2024
Q3 		$354K Sell
10,106
-1,333
-12% -$41.9K ﹤0.01% 1412
2024
Q2 		$314K Sell
11,439
-5,135
-31% -$146K ﹤0.01% 1477
2024
Q1 		$518K Buy
16,574
+194
+1% +$5.88K 0.01% 1242
2023
Q4 		$516K Sell
16,380
-5,961
-27% -$161K 0.01% 1188
2023
Q3 		$657K Sell
22,341
-400
-2% -$13.2K 0.01% 1007
2023
Q2 		$830K Buy
22,741
+181
+0.8% +$6.45K 0.01% 926
2023
Q1 		$762K Sell
22,560
-7,621
-25% -$257K 0.01% 922
2022
Q4 		$936K Sell
30,181
-68
-0.2% -$2.38K 0.02% 778
2022
Q3 		$1.09M Buy
30,249
+382
+1% +$15.3K 0.02% 692
2022
Q2 		$1.15M Buy
29,867
+24,629
+470% +$1.01M 0.02% 644
2022
Q1 		$231K Buy
+5,238
New +$211K ﹤0.01% 1482

Other funds holding BIP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return