Avior Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Avior Wealth 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
2025 Q1	–	Sell	-153	Closed	-$4.86K	–	909
2024 Q4	$4.86K	Hold	153	–	–	﹤0.01%	1865
2024 Q3	$5.36K	Hold	153	–	–	﹤0.01%	1760
2024 Q2	$4.2K	Hold	153	–	–	﹤0.01%	1775
2024 Q1	$4.78K	Sell	153 -187	-55%	-$5.67K	﹤0.01%	2101
2023 Q4	$10.7K	Hold	340	–	–	﹤0.01%	984
2023 Q3	$10K	Buy	340 +153	+82%	+$5.06K	﹤0.01%	1043
2023 Q2	$6.83K	Sell	187 -375	-67%	-$13.4K	﹤0.01%	1092
2023 Q1	$19K	Buy	562 +375	+201%	+$12.6K	﹤0.01%	953
2022 Q4	$5.79K	Hold	187	–	–	﹤0.01%	931
2022 Q3	$6K	Hold	187	–	–	﹤0.01%	912
2022 Q2	$7K	Sell	187 -1	-0.5%	-$41	﹤0.01%	812
2022 Q1	$8K	Hold	188	–	–	﹤0.01%	855
2021 Q4	$7K	Hold	188	–	–	﹤0.01%	840
2021 Q3	$7K	Hold	188	–	–	﹤0.01%	804
2021 Q2	$6K	Hold	188	–	–	﹤0.01%	800
2021 Q1	$6K	Hold	188	–	–	﹤0.01%	812
2020 Q4	$6K	Hold	188	–	–	﹤0.01%	766
2020 Q3	$5K	Hold	188	–	–	﹤0.01%	746
2020 Q2	$5K	Hold	188	–	–	﹤0.01%	715
2020 Q1	$4K	Buy	+188	New	+$5.49K	﹤0.01%	639

Other funds holding BIP

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Avior Wealth Management's BIP Position: Q1 2025 in Review

Avior Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q1 2025, closing a stake of 153 shares — an estimated $4.86K sold.

Avior Wealth Management first reported a position in BIP in Q1 2020 and held it in 20 quarters. The position peaked at $19K in Q1 2023. 323 funds tracked by Wall St. Rank hold BIP as of Q1 2025.

Avior Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 153 Brookfield Infrastructure Partners shares in Q1 2025, an estimated $4.86K.
Avior Wealth Management first reported a position in Brookfield Infrastructure Partners in Q1 2020 and held it in 20 quarters.
Avior Wealth Management's Brookfield Infrastructure Partners position peaked at $19K in Q1 2023.
323 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.