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Capital A Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History

Capital A Wealth Management’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
2025
Q1 		– Sell
-2
Closed -$80 – 729
2024
Q4 		$80 Buy
+2
New +$84 ﹤0.01% 783

Other funds holding BIPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital A Wealth Management's BIPC Position: Q1 2025 in Review

Capital A Wealth Management sold out of Brookfield Infrastructure (BIPC) in Q1 2025, closing a stake of 2 shares — an estimated $80 sold.

Capital A Wealth Management first reported a position in BIPC in Q4 2024 and held it in 1 quarter. The position peaked at $80 in Q4 2024. 345 funds tracked by Wall St. Rank hold BIPC as of Q1 2025.

  • Capital A Wealth Management reported no remaining Brookfield Infrastructure position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 2 Brookfield Infrastructure shares in Q1 2025, an estimated $80.
  • Capital A Wealth Management first reported a position in Brookfield Infrastructure in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Brookfield Infrastructure position peaked at $80 in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Brookfield Infrastructure as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.