Cahill Financial Advisors’s Brookfield Infrastructure BIPC Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-4,536	Closed	-$181K	–	286
2021 Q3	$181K	Sell	4,536 -7,421	-62%	-$325K	0.04%	213
2021 Q2	$601K	Sell	11,957 -7,780	-39%	-$375K	0.14%	133
2021 Q1	$1M	Sell	19,737 -13,083	-40%	-$590K	0.25%	93
2020 Q4	$1.58M	Sell	32,820 -2,607	-7%	-$110K	0.4%	57
2020 Q3	$1.31M	Hold	35,427	–	–	0.47%	51
2020 Q2	$1.08M	Buy	+35,427	New	+$1.03M	0.42%	58

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

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

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

OAC

OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Cahill Financial Advisors's BIPC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Brookfield Infrastructure (BIPC) in Q4 2021, closing a stake of 4,536 shares — an estimated $181K sold.

Cahill Financial Advisors first reported a position in BIPC in Q2 2020 and held it in 6 quarters. The position peaked at $1.58M in Q4 2020. 299 funds tracked by Wall St. Rank hold BIPC as of Q4 2021.

Cahill Financial Advisors reported no remaining Brookfield Infrastructure position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 4,536 Brookfield Infrastructure shares in Q4 2021, an estimated $181K.
Cahill Financial Advisors first reported a position in Brookfield Infrastructure in Q2 2020 and held it in 6 quarters.
Cahill Financial Advisors's Brookfield Infrastructure position peaked at $1.58M in Q4 2020.
299 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.