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Baker Tilly Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Baker Tilly 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
2023
Q3 		– Sell
-5,626
Closed -$205K – 471
2023
Q2 		$205K Buy
+5,626
New +$201K 0.02% 520
2022
Q4 		– Sell
-14,626
Closed -$525K – 542
2022
Q3 		$525K Buy
+14,626
New +$587K 0.07% 283

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

Baker Tilly Wealth Management's BIP Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Brookfield Infrastructure Partners (BIP) in Q3 2023, closing a stake of 5,626 shares — an estimated $205K sold.

Baker Tilly Wealth Management first reported a position in BIP in Q3 2022 and held it in 2 quarters. The position peaked at $525K in Q3 2022. 319 funds tracked by Wall St. Rank hold BIP as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Brookfield Infrastructure Partners position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,626 Brookfield Infrastructure Partners shares in Q3 2023, an estimated $205K.
  • Baker Tilly Wealth Management first reported a position in Brookfield Infrastructure Partners in Q3 2022 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Brookfield Infrastructure Partners position peaked at $525K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.