Baystate Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Baystate Wealth Management’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
2023 Q4	$5.29K	Buy	+150	New	+$4.78K	﹤0.01%	874

Other funds holding BIPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Brookfield Infrastructure (BIPC) in Q4 2023: 150 shares worth $5.29K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings.

342 funds tracked by Wall St. Rank hold BIPC as of Q4 2023.

Baystate Wealth Management held 150 shares of Brookfield Infrastructure worth $5.29K as of Q4 2023.
Brookfield Infrastructure was a new Baystate Wealth Management position in Q4 2023.
Brookfield Infrastructure made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #874 holding.
342 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2023.

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