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Bell Investment Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Bell Investment 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
2026
Q1 		$5.3K Sell
134
-110
-45% -$5.04K ﹤0.01% 935
2025
Q4 		$11.1K Buy
244
+80
+49% +$3.62K ﹤0.01% 655
2025
Q3 		$6.74K Sell
164
-49
-23% -$1.99K ﹤0.01% 790
2025
Q2 		$8.86K Buy
213
+49
+30% +$1.89K ﹤0.01% 733
2025
Q1 		$5.94K Hold
164
– – ﹤0.01% 832
2024
Q4 		$6.56K Sell
164
-34
-17% -$1.43K ﹤0.01% 787
2024
Q3 		$8.6K Hold
198
– – ﹤0.01% 678
2024
Q2 		$6.67K Buy
198
+19
+11% +$633 ﹤0.01% 786
2024
Q1 		$6.45K Hold
179
– – ﹤0.01% 785
2023
Q4 		$6.32K Buy
179
+141
+371% +$4.49K ﹤0.01% 754
2023
Q3 		$1.34K Buy
38
+19
+100% +$785 ﹤0.01% 1459
2023
Q2 		$867 Sell
19
-1
-5% -$45 ﹤0.01% 1633
2023
Q1 		$922 Sell
20
-1
-5% -$44 ﹤0.01% 1606
2022
Q4 		$817 Buy
21
+12
+133% +$510 ﹤0.01% 1641
2022
Q3 		$0 Hold
9
– – ﹤0.01% 1729
2022
Q2 		$0 Buy
+9
New +$425 ﹤0.01% 1728
2021
Q4 		$5K Buy
+116
New +$4.8K ﹤0.01% 740

Other funds holding BIPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return