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B. Riley Wealth Advisors’s Brookfield Infrastructure Partners BIP Stock Holding History

B. Riley Wealth Advisors’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
-6,383
Closed -$203K – 1331
2024
Q4 		$203K Sell
6,383
-1,690
-21% -$57.6K 0.01% 1040
2024
Q3 		$277K Buy
+8,073
New +$254K 0.01% 994
2023
Q2 		– Sell
-10,082
Closed -$340K – 1546
2023
Q1 		$340K Sell
10,082
-1,176
-10% -$39.6K 0.01% 1004
2022
Q4 		$349K Sell
11,258
-535
-5% -$18.7K 0.01% 960
2022
Q3 		$424K Buy
11,793
+6,057
+106% +$243K 0.01% 828
2022
Q2 		$220K Buy
5,736
+3
+0.1% +$123 0.01% 1007
2022
Q1 		$254K Buy
5,733
+300
+6% +$12.1K 0.01% 1089
2021
Q4 		$221K Sell
5,433
-150
-3% -$5.79K 0.01% 1228
2021
Q3 		$209K Sell
5,583
-255
-4% -$9.47K 0.01% 1228
2021
Q2 		$217K Buy
5,838
+13
+0.2% +$470 0.01% 1178
2021
Q1 		$207K Buy
+5,825
New +$203K 0.01% 1177
2015
Q1 		– Sell
-6,522
Closed -$108K – 720
2014
Q4 		$108K Buy
+6,522
New +$104K ﹤0.01% 1678
2014
Q3 		– Sell
-2,797
Closed -$46.3K – 775
2014
Q2 		$46.3K Buy
+2,797
New +$44.8K 0.01% 1066

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

B. Riley Wealth Advisors's BIP Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Brookfield Infrastructure Partners (BIP) in Q1 2025, closing a stake of 6,383 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in BIP in Q2 2014 and held it in 13 quarters. The position peaked at $424K in Q3 2022. 323 funds tracked by Wall St. Rank hold BIP as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Brookfield Infrastructure Partners position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,383 Brookfield Infrastructure Partners shares in Q1 2025, an estimated $203K.
  • B. Riley Wealth Advisors first reported a position in Brookfield Infrastructure Partners in Q2 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Brookfield Infrastructure Partners position peaked at $424K in Q3 2022.
  • 323 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.