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

B. Riley 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
2022 Q2	$290K	Buy	+7,595	New	+$312K	0.03%	440
2015 Q3	–	Sell	-2,253	Closed	-$39K	–	205
2015 Q2	$39K	Buy	2,253 +280	+14%	+$4.94K	0.03%	465
2015 Q1	$35K	Buy	1,973 +264	+15%	+$4.6K	0.03%	484
2014 Q4	$28K	Sell	1,709 -1,610	-49%	-$25.7K	0.02%	504
2014 Q3	$50K	Buy	3,319 +38	+1%	+$614	0.04%	409
2014 Q2	$54K	Buy	3,281 +40	+1%	+$640	0.04%	451
2014 Q1	$51K	Buy	+3,241	New	+$48.4K	0.04%	433

Other funds holding BIP

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

B. Riley Wealth Management's BIP Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Brookfield Infrastructure Partners (BIP) in Q2 2022: 7,595 shares worth $290K. The stake represents 0.03% of the portfolio and ranks #440 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in BIP as recently as Q2 2015.

B. Riley Wealth Management first reported a position in BIP in Q1 2014 and has held it in 7 quarters since. 351 funds tracked by Wall St. Rank hold BIP as of Q2 2022.

B. Riley Wealth Management held 7,595 shares of Brookfield Infrastructure Partners worth $290K as of Q2 2022.
Brookfield Infrastructure Partners was a new B. Riley Wealth Management position in Q2 2022.
Brookfield Infrastructure Partners made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #440 holding.
B. Riley Wealth Management first reported a position in Brookfield Infrastructure Partners in Q1 2014 and has held it in 7 quarters since.
351 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.