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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 $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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Atria Wealth Solutions's BIP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Brookfield Infrastructure Partners (BIP) in Q2 2025, closing a stake of 10,030 shares — an estimated $299K sold.

Atria Wealth Solutions first reported a position in BIP in Q1 2022 and held it in 13 quarters. The position peaked at $1.15M in Q2 2022. 327 funds tracked by Wall St. Rank hold BIP as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Brookfield Infrastructure Partners position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,030 Brookfield Infrastructure Partners shares in Q2 2025, an estimated $299K.
  • Atria Wealth Solutions first reported a position in Brookfield Infrastructure Partners in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Brookfield Infrastructure Partners position peaked at $1.15M in Q2 2022.
  • 327 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.