Beacon Capital Management LLC (Tennessee)’s Brookfield Infrastructure Partners BIP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q1	–	Sell	-144	Closed	-$4.59K	–	1141
2024 Q4	$4.59K	Hold	144	–	–	﹤0.01%	741
2024 Q3	$5.06K	Hold	144	–	–	﹤0.01%	813
2024 Q2	$3.96K	Hold	144	–	–	﹤0.01%	753
2024 Q1	$4.5K	Hold	144	–	–	﹤0.01%	723
2023 Q4	$4.24K	Hold	144	–	–	﹤0.01%	674
2023 Q3	$5.27K	Hold	144	–	–	﹤0.01%	686
2023 Q2	$5.27K	Hold	144	–	–	﹤0.01%	686
2023 Q1	$4.87K	Hold	144	–	–	﹤0.01%	632
2022 Q4	$4.47K	Hold	144	–	–	﹤0.01%	671
2022 Q3	$5K	Buy	144 +49	+52%	+$1.97K	﹤0.01%	574
2022 Q2	$6K	Sell	95 -48	-34%	-$1.97K	﹤0.01%	594
2022 Q1	$6K	Buy	+143	New	+$5.77K	﹤0.01%	594

Other funds holding BIP

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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 $245B AUM 31.4% 1-Year Est. Return

Principal Financial Group

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

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

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

CIBC Asset Management

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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return