BDO Wealth Advisors’s Brookfield Infrastructure BIPC Stock Holding History

BDO Wealth Advisors’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 Q2	$8.52K	Hold	187	–	–	﹤0.01%	719
2023 Q1	$8.61K	Hold	187	–	–	﹤0.01%	729
2022 Q4	$7.27K	Hold	187	–	–	﹤0.01%	727
2022 Q3	$8K	Hold	187	–	–	﹤0.01%	743
2022 Q2	$8K	Sell	187 -1	-0.5%	-$47	﹤0.01%	710
2022 Q1	$9K	Hold	188	–	–	﹤0.01%	747
2021 Q4	$9K	Hold	188	–	–	﹤0.01%	735
2021 Q3	$7K	Hold	188	–	–	﹤0.01%	773
2021 Q2	$9K	Hold	188	–	–	﹤0.01%	758
2021 Q1	$10K	Buy	+188	New	+$8.48K	﹤0.01%	726

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

BDO Wealth Advisors's BIPC Position: Q2 2023 in Review

BDO Wealth Advisors held its Brookfield Infrastructure (BIPC) position steady in Q2 2023 at 187 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

BDO Wealth Advisors first reported a position in BIPC in Q1 2021 and has held it in 10 quarters since. The position peaked at $10K in Q1 2021. 308 funds tracked by Wall St. Rank hold BIPC as of Q2 2023.

BDO Wealth Advisors held 187 shares of Brookfield Infrastructure worth $8.52K as of Q2 2023.
BDO Wealth Advisors left its Brookfield Infrastructure share count unchanged in Q2 2023.
Brookfield Infrastructure made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #719 holding.
BDO Wealth Advisors first reported a position in Brookfield Infrastructure in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Brookfield Infrastructure position peaked at $10K in Q1 2021.
308 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.