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Atria Wealth Solutions’s Brookfield Infrastructure BIPC Stock Holding History

Atria Wealth Solutions’s Portfolio BIPC Stock Details BIPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,375
Closed -$282K – 1928
2024
Q2 		$282K Sell
8,375
-175
-2% -$5.83K ﹤0.01% 1545
2024
Q1 		$308K Buy
+8,550
New +$299K ﹤0.01% 1539
2022
Q4 		– Sell
-5,097
Closed -$208K – 1802
2022
Q3 		$208K Sell
5,097
-565
-10% -$26K ﹤0.01% 1531
2022
Q2 		$241K Buy
5,662
+1,681
+42% +$79.5K ﹤0.01% 1340
2022
Q1 		$200K Buy
+3,981
New +$182K ﹤0.01% 1598

Other funds holding BIPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Atria Wealth Solutions's BIPC Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Brookfield Infrastructure (BIPC) in Q3 2024, closing a stake of 8,375 shares — an estimated $282K sold.

Atria Wealth Solutions first reported a position in BIPC in Q1 2022 and held it in 5 quarters. The position peaked at $308K in Q1 2024. 354 funds tracked by Wall St. Rank hold BIPC as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Brookfield Infrastructure position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,375 Brookfield Infrastructure shares in Q3 2024, an estimated $282K.
  • Atria Wealth Solutions first reported a position in Brookfield Infrastructure in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Brookfield Infrastructure position peaked at $308K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.