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Baldwin Wealth Partners’s Brookfield Infrastructure BIPC Stock Holding History

Baldwin Wealth Partners’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
2021
Q3 		– Sell
-249
Closed -$13K – 643
2021
Q2 		$13K Buy
+249
New +$12K ﹤0.01% 505

Other funds holding BIPC

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baldwin Wealth Partners's BIPC Position: Q3 2021 in Review

Baldwin Wealth Partners sold out of Brookfield Infrastructure (BIPC) in Q3 2021, closing a stake of 249 shares — an estimated $13K sold.

Baldwin Wealth Partners first reported a position in BIPC in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 268 funds tracked by Wall St. Rank hold BIPC as of Q3 2021.

  • Baldwin Wealth Partners reported no remaining Brookfield Infrastructure position as of Q3 2021 after selling out during the quarter.
  • Baldwin Wealth Partners sold 249 Brookfield Infrastructure shares in Q3 2021, an estimated $13K.
  • Baldwin Wealth Partners first reported a position in Brookfield Infrastructure in Q2 2021 and held it in 1 quarter.
  • Baldwin Wealth Partners's Brookfield Infrastructure position peaked at $13K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q3 2021.

Based on Baldwin Wealth Partners's 13F filing for Q3 2021, filed 27 Oct 2021.