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Axim Planning & Wealth’s Brookfield Infrastructure BIPC Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-210
Closed -$9K – 41
2022
Q3 		$9K Hold
210
– – 0.01% 115
2022
Q2 		$9K Buy
+210
New +$9.93K 0.01% 95

Other funds holding BIPC

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $269B AUM 31.4% 1-Year Est. Return

Axim Planning & Wealth's BIPC Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Brookfield Infrastructure (BIPC) in Q4 2022, closing a stake of 210 shares — an estimated $9K sold.

Axim Planning & Wealth first reported a position in BIPC in Q2 2022 and held it in 2 quarters. The position peaked at $9K in Q3 2022. 317 funds tracked by Wall St. Rank hold BIPC as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Brookfield Infrastructure position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 210 Brookfield Infrastructure shares in Q4 2022, an estimated $9K.
  • Axim Planning & Wealth first reported a position in Brookfield Infrastructure in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Brookfield Infrastructure position peaked at $9K in Q3 2022.
  • 317 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.