Atwood & Palmer’s Brookfield Infrastructure Partners BIP Stock Holding History

Atwood & Palmer’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 Q3	–	Sell	-1,572	Closed	-$60K	–	372
2022 Q2	$60K	Hold	1,572	–	–	0.01%	196
2022 Q1	$69K	Hold	1,572	–	–	0.01%	200
2021 Q4	$64K	Hold	1,572	–	–	0.01%	213
2021 Q3	$59K	Hold	1,572	–	–	0.01%	214
2021 Q2	$58K	Buy	+1,572	New	+$56.8K	0.01%	215

Other funds holding BIP

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Atwood & Palmer's BIP Position: Q3 2022 in Review

Atwood & Palmer sold out of Brookfield Infrastructure Partners (BIP) in Q3 2022, closing a stake of 1,572 shares — an estimated $60K sold.

Atwood & Palmer first reported a position in BIP in Q2 2021 and held it in 5 quarters. The position peaked at $69K in Q1 2022. 329 funds tracked by Wall St. Rank hold BIP as of Q3 2022.

Atwood & Palmer reported no remaining Brookfield Infrastructure Partners position as of Q3 2022 after selling out during the quarter.
Atwood & Palmer sold 1,572 Brookfield Infrastructure Partners shares in Q3 2022, an estimated $60K.
Atwood & Palmer first reported a position in Brookfield Infrastructure Partners in Q2 2021 and held it in 5 quarters.
Atwood & Palmer's Brookfield Infrastructure Partners position peaked at $69K in Q1 2022.
329 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.