Baystate Wealth Management’s Brookfield Infrastructure Partners BIP Stock Holding History

Baystate 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 Q4	$23.6K	Buy	+750	New	+$20.3K	﹤0.01%	523

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Baystate Wealth Management's BIP Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Brookfield Infrastructure Partners (BIP) in Q4 2023: 750 shares worth $23.6K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings.

330 funds tracked by Wall St. Rank hold BIP as of Q4 2023.

Baystate Wealth Management held 750 shares of Brookfield Infrastructure Partners worth $23.6K as of Q4 2023.
Brookfield Infrastructure Partners was a new Baystate Wealth Management position in Q4 2023.
Brookfield Infrastructure Partners made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #523 holding.
330 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.