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Baldrige Asset Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Baldrige Asset 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
Q1 		– Sell
-135
Closed -$4K – 403
2022
Q4 		$4K Hold
135
– – ﹤0.01% 272
2022
Q3 		$5K Hold
135
– – ﹤0.01% 263
2022
Q2 		$5K Buy
+135
New +$5.55K ﹤0.01% 270

Other funds holding BIP

Royal Bank of Canada
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Baldrige Asset Management's BIP Position: Q1 2023 in Review

Baldrige Asset Management sold out of Brookfield Infrastructure Partners (BIP) in Q1 2023, closing a stake of 135 shares — an estimated $4K sold.

Baldrige Asset Management first reported a position in BIP in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 324 funds tracked by Wall St. Rank hold BIP as of Q1 2023.

  • Baldrige Asset Management reported no remaining Brookfield Infrastructure Partners position as of Q1 2023 after selling out during the quarter.
  • Baldrige Asset Management sold 135 Brookfield Infrastructure Partners shares in Q1 2023, an estimated $4K.
  • Baldrige Asset Management first reported a position in Brookfield Infrastructure Partners in Q2 2022 and held it in 3 quarters.
  • Baldrige Asset Management's Brookfield Infrastructure Partners position peaked at $5K in Q3 2022.
  • 324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.