Buckingham Strategic Wealth’s Brookfield Infrastructure Partners BIP Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$269K	Sell	9,791 -2,805	-22%	-$79.9K	﹤0.01%	626
2024 Q1	$393K	Hold	12,596	–	–	﹤0.01%	524
2023 Q4	$397K	Hold	12,596	–	–	﹤0.01%	500
2023 Q3	$370K	Hold	12,596	–	–	0.01%	494
2023 Q2	$460K	Sell	12,596 -456	-3%	-$16.3K	0.01%	443
2023 Q1	$404K	Hold	13,052	–	–	0.01%	428
2022 Q4	$404K	Buy	+13,052	New	+$456K	0.01%	430

Other funds holding BIP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Buckingham Strategic Wealth's BIP Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Brookfield Infrastructure Partners (BIP) stake by 22% in Q2 2024, selling an estimated $79.9K and leaving 9,791 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Buckingham Strategic Wealth first reported a position in BIP in Q4 2022 and has held it in 7 quarters since. The position peaked at $460K in Q2 2023. 324 funds tracked by Wall St. Rank hold BIP as of Q2 2024.

Buckingham Strategic Wealth held 9,791 shares of Brookfield Infrastructure Partners worth $269K as of Q2 2024.
Buckingham Strategic Wealth sold 2,805 Brookfield Infrastructure Partners shares in Q2 2024, an estimated $79.9K.
Brookfield Infrastructure Partners made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #626 holding.
Buckingham Strategic Wealth first reported a position in Brookfield Infrastructure Partners in Q4 2022 and has held it in 7 quarters since.
Buckingham Strategic Wealth's Brookfield Infrastructure Partners position peaked at $460K in Q2 2023.
324 funds tracked by Wall St. Rank held Brookfield Infrastructure Partners as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.